Number of Shares
444,070.00
Current Holdings Value*
$22.57 Mil
% of Portfolio
14.05%
Total Estimate Gain
$118,295.30
% of Total Estimate Gain
0.53%

Broadway Wealth Solutions, Inc.'s VICTORY PTF II Holding Summary

As of 2025-06-30, Broadway Wealth Solutions, Inc. held 444,070.00 shares of VICTORY PTF II(USTB), totaling $22.57 Mil. This investment constitutes 14.05% of their stock portfolio, and Broadway Wealth Solutions, Inc. now holds 1.72% of the outstanding VICTORY PTF II(USTB) stock.

The initial trade took place in 2024Q4. And since then Broadway Wealth Solutions, Inc. has made 2 purchases of USTB, at an average price of $50.38, for a total of 444,070.00 shares. Based on historical transaction data and USTB's current price of $50.65, Broadway Wealth Solutions, Inc.'s estimated gain on his USTB holdings is $118,295.30, reflecting a 0.53% gain to date.

Broadway Wealth Solutions, Inc. USTB ($50.65) Holding Chart

Broadway Wealth Solutions, Inc. USTB ($50.65) 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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