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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