Insight Wealth Partners, LLC UITB Holdings History
Insight Wealth Partners, LLC's VICTORY PTF II Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 96,070.00 shares of VICTORY PTF II(UITB), totaling $4.51 Mil. This investment constitutes 0.75% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.18% of the outstanding VICTORY PTF II(UITB) stock.
The initial trade took place in 2024Q3. And since then Insight Wealth Partners, LLC has made 1 purchases of UITB, at an average price of $47.31, for a total of 124,491.00 shares. In addition, there have been 2 sales at an average price of $46.69 for 28,421.00 shares. Based on historical transaction data and UITB's current price of $46.55, Insight Wealth Partners, LLC's estimated gain on his UITB holdings is $-91,044.53, reflecting a -1.55% gain to date.
Insight Wealth Partners, LLC UITB ($46.55) Holding Chart
Insight Wealth Partners, LLC UITB ($46.55) 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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