Number of Shares
129,130.00
Current Holdings Value*
$6.08 Mil
% of Portfolio
2.93%
Total Estimate Gain
$-16,948.96
% of Total Estimate Gain
-0.12%

FSA WEALTH PARTNERS, INC.'s VICTORY PTF II Holding Summary

As of 2025-06-30, FSA WEALTH PARTNERS, INC. held 129,130.00 shares of VICTORY PTF II(UITB), totaling $6.08 Mil. This investment constitutes 2.93% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.26% of the outstanding VICTORY PTF II(UITB) stock.

The initial trade took place in 2023Q4. And since then FSA WEALTH PARTNERS, INC. has made 2 purchases of UITB, at an average price of $46.43, for a total of 308,452.00 shares. In addition, there have been 5 sales at an average price of $46.17 for 179,322.00 shares. Based on historical transaction data and UITB's current price of $46.67, FSA WEALTH PARTNERS, INC.'s estimated gain on his UITB holdings is $-16,948.96, reflecting a -0.12% gain to date.

FSA WEALTH PARTNERS, INC. UITB ($46.67) Holding Chart

FSA WEALTH PARTNERS, INC. UITB ($46.67) 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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