Number of Shares
510,335.00
Current Holdings Value*
$24.02 Mil
% of Portfolio
12.28%
Total Estimate Gain
$406,998.05
% of Total Estimate Gain
1.73%

Alliance Wealth Advisors, LLC's VICTORY PTF II Holding Summary

As of 2025-06-30, Alliance Wealth Advisors, LLC held 510,335.00 shares of VICTORY PTF II(UITB), totaling $24.02 Mil. This investment constitutes 12.28% of their stock portfolio, and Alliance Wealth Advisors, LLC now holds 1.02% of the outstanding VICTORY PTF II(UITB) stock.

The initial trade took place in 2023Q2. And since then Alliance Wealth Advisors, LLC has made 8 purchases of UITB, at an average price of $45.99, for a total of 510,753.00 shares. In addition, there have been 1 sales at an average price of $46.70 for 418.00 shares. Based on historical transaction data and UITB's current price of $46.79, Alliance Wealth Advisors, LLC's estimated gain on his UITB holdings is $406,998.05, reflecting a 1.73% gain to date.

Alliance Wealth Advisors, LLC UITB ($46.79) Holding Chart

Alliance Wealth Advisors, LLC UITB ($46.79) 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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