Evergreen Wealth Solutions, LLC USTB Holdings History
Number of Shares
19,697.00
Current Holdings Value*
$997,650.00
% of Portfolio
0.67%
Total Estimate Gain
$6,106.07
% of Total Estimate Gain
0.61%
Evergreen Wealth Solutions, LLC's VICTORY PTF II Holding Summary
As of 2025-03-31, Evergreen Wealth Solutions, LLC held 19,697.00 shares of VICTORY PTF II(USTB), totaling $997,650.00. This investment constitutes 0.67% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0.08% of the outstanding VICTORY PTF II(USTB) stock.
The initial trade took place in 2025Q1. And since then Evergreen Wealth Solutions, LLC has made 1 purchases of USTB, at an average price of $50.43, for a total of 19,697.00 shares. Based on historical transaction data and USTB's current price of $50.74, Evergreen Wealth Solutions, LLC's estimated gain on his USTB holdings is $6,106.07, reflecting a 0.61% gain to date.
Evergreen Wealth Solutions, LLC USTB ($50.74) Holding Chart
Evergreen Wealth Solutions, LLC USTB ($50.74) 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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