MBL Wealth, LLC UITB Holdings History
MBL Wealth, LLC's VICTORY PTF II Holding Summary
As of 2025-03-31, MBL Wealth, LLC held 586,983.00 shares of VICTORY PTF II(UITB), totaling $27.55 Mil. This investment constitutes 2.78% of their stock portfolio, and MBL Wealth, LLC now holds 1.12% of the outstanding VICTORY PTF II(UITB) stock.
The initial trade took place in 2024Q2. And since then MBL Wealth, LLC has made 4 purchases of UITB, at an average price of $46.07, for a total of 586,983.00 shares. Based on historical transaction data and UITB's current price of $46.74, MBL Wealth, LLC's estimated gain on his UITB holdings is $392,977.83, reflecting a 1.45% gain to date.
MBL Wealth, LLC UITB ($46.74) Holding Chart
MBL Wealth, LLC UITB ($46.74) 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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