Amplius Wealth Advisors, LLC USTB Holdings History
Amplius Wealth Advisors, LLC's VICTORY PTF II Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 623,732.00 shares of VICTORY PTF II(USTB), totaling $31.59 Mil. This investment constitutes 3.29% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 2.77% of the outstanding VICTORY PTF II(USTB) stock.
The initial trade took place in 2022Q4. And since then Amplius Wealth Advisors, LLC has made 3 purchases of USTB, at an average price of $49.75, for a total of 929,004.00 shares. In addition, there have been 5 sales at an average price of $49.51 for 305,272.00 shares. Based on historical transaction data and USTB's current price of $50.61, Amplius Wealth Advisors, LLC's estimated gain on his USTB holdings is $465,622.44, reflecting a 1.01% gain to date.
Amplius Wealth Advisors, LLC USTB ($50.61) Holding Chart
Amplius Wealth Advisors, LLC USTB ($50.61) 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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