AVAII WEALTH MANAGEMENT, LLC USTB Holdings History
AVAII WEALTH MANAGEMENT, LLC's VICTORY PTF II Holding Summary
As of 2025-06-30, AVAII WEALTH MANAGEMENT, LLC held 135,312.00 shares of VICTORY PTF II(USTB), totaling $6.88 Mil. This investment constitutes 3.06% of their stock portfolio, and AVAII WEALTH MANAGEMENT, LLC now holds 0.53% of the outstanding VICTORY PTF II(USTB) stock.
The initial trade took place in 2025Q1. And since then AVAII WEALTH MANAGEMENT, LLC has made 2 purchases of USTB, at an average price of $50.43, for a total of 135,312.00 shares. Based on historical transaction data and USTB's current price of $50.54, AVAII WEALTH MANAGEMENT, LLC's estimated gain on his USTB holdings is $14,277.02, reflecting a 0.21% gain to date.
AVAII WEALTH MANAGEMENT, LLC USTB ($50.54) Holding Chart
AVAII WEALTH MANAGEMENT, LLC USTB ($50.54) 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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