Number of Shares
19,697.00
Current Holdings Value*
$997,650.00
% of Portfolio
0.67%
Total Estimate Gain
$5,761.37
% of Total Estimate Gain
0.58%

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 $50.72, Evergreen Wealth Solutions, LLC's estimated gain on his USTB holdings is $5,761.37, reflecting a 0.58% gain to date.

Evergreen Wealth Solutions, LLC USTB ($50.72) Holding Chart

Evergreen Wealth Solutions, LLC USTB ($50.72) 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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