Axis Wealth Partners, LLC UITB Holdings History
Axis Wealth Partners, LLC's VICTORY PTF II Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 60,704.00 shares of VICTORY PTF II(UITB), totaling $2.86 Mil. This investment constitutes 1.88% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.12% of the outstanding VICTORY PTF II(UITB) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of UITB, at an average price of $46.64, for a total of 60,704.00 shares. Based on historical transaction data and UITB's current price of $46.62, Axis Wealth Partners, LLC's estimated gain on his UITB holdings is $-1,143.94, reflecting a -0.04% gain to date.
Axis Wealth Partners, LLC UITB ($46.62) Holding Chart
Axis Wealth Partners, LLC UITB ($46.62) 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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