Number of Shares
10,025.00
Current Holdings Value*
$3.51 Mil
% of Portfolio
2.24%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
38.95%

Cetera Trust Company, N.A's Visa Inc Holding Summary

As of 2025-03-31, Cetera Trust Company, N.A held 10,025.00 shares of Visa Inc(V), totaling $3.51 Mil. This investment constitutes 2.24% of their stock portfolio, and Cetera Trust Company, N.A now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $279.56 for 2,161.00 shares. Based on historical transaction data and V's current price of $356.05, Cetera Trust Company, N.A's estimated gain on his V holdings is $1.17 Mil, reflecting a 38.95% gain to date.

Cetera Trust Company, N.A V ($356.05) Holding Chart

Cetera Trust Company, N.A V ($356.05) 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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