Atlantic Edge Private Wealth Management, LLC UITB Holdings History
Atlantic Edge Private Wealth Management, LLC's VICTORY PTF II Holding Summary
As of 2025-03-31, Atlantic Edge Private Wealth Management, LLC held 254,562.00 shares of VICTORY PTF II(UITB), totaling $11.95 Mil. This investment constitutes 3.65% of their stock portfolio, and Atlantic Edge Private Wealth Management, LLC now holds 0.49% of the outstanding VICTORY PTF II(UITB) stock.
The initial trade took place in 2024Q1. And since then Atlantic Edge Private Wealth Management, LLC has made 4 purchases of UITB, at an average price of $46.38, for a total of 254,973.00 shares. In addition, there have been 1 sales at an average price of $45.81 for 411.00 shares. Based on historical transaction data and UITB's current price of $46.92, Atlantic Edge Private Wealth Management, LLC's estimated gain on his UITB holdings is $137,230.17, reflecting a 1.16% gain to date.
Atlantic Edge Private Wealth Management, LLC UITB ($46.92) Holding Chart
Atlantic Edge Private Wealth Management, LLC UITB ($46.92) 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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