1900 WEALTH MANAGEMENT LLC UBND Holdings History
Number of Shares
4.07 Mil
Current Holdings Value*
$88.81 Mil
% of Portfolio
7.39%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
1.97%
1900 WEALTH MANAGEMENT LLC's VictoryShares Core Plus Intermediate Bond ETF Holding Summary
As of 2025-03-31, 1900 WEALTH MANAGEMENT LLC held 4.07 Mil shares of VictoryShares Core Plus Intermediate Bond ETF(UBND), totaling $88.81 Mil. This investment constitutes 7.39% of their stock portfolio, and 1900 WEALTH MANAGEMENT LLC now holds 14.02% of the outstanding VictoryShares Core Plus Intermediate Bond ETF(UBND) stock.
The initial trade took place in 2023Q3. And since then 1900 WEALTH MANAGEMENT LLC has made 7 purchases of UBND, at an average price of $21.43, for a total of 4.07 Mil shares. Based on historical transaction data and UBND's current price of $21.85, 1900 WEALTH MANAGEMENT LLC's estimated gain on his UBND holdings is $1.72 Mil, reflecting a 1.97% gain to date.
1900 WEALTH MANAGEMENT LLC UBND ($21.85) Holding Chart
1900 WEALTH MANAGEMENT LLC UBND ($21.85) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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