Goldstein Advisors, LLC UBND Holdings History
Goldstein Advisors, LLC's VictoryShares Core Plus Intermediate Bond ETF Holding Summary
As of 2025-03-31, Goldstein Advisors, LLC held 1.45 Mil shares of VictoryShares Core Plus Intermediate Bond ETF(UBND), totaling $31.67 Mil. This investment constitutes 4.63% of their stock portfolio, and Goldstein Advisors, LLC now holds 5% of the outstanding VictoryShares Core Plus Intermediate Bond ETF(UBND) stock.
The initial trade took place in 2024Q1. And since then Goldstein Advisors, LLC has made 4 purchases of UBND, at an average price of $21.60, for a total of 1.89 Mil shares. In addition, there have been 1 sales at an average price of $21.70 for 440,212.00 shares. Based on historical transaction data and UBND's current price of $21.67, Goldstein Advisors, LLC's estimated gain on his UBND holdings is $145,192.78, reflecting a 0.36% gain to date.
Goldstein Advisors, LLC UBND ($21.67) Holding Chart
Goldstein Advisors, LLC UBND ($21.67) 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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