Number of Shares
131,406.00
Current Holdings Value*
$6.68 Mil
% of Portfolio
3.09%
Total Estimate Gain
$21,868.44
% of Total Estimate Gain
0.30%

Masso Torrence Wealth Management Inc.'s VICTORY PTF II Holding Summary

As of 2025-06-30, Masso Torrence Wealth Management Inc. held 131,406.00 shares of VICTORY PTF II(USTB), totaling $6.68 Mil. This investment constitutes 3.09% of their stock portfolio, and Masso Torrence Wealth Management Inc. now holds 0.51% of the outstanding VICTORY PTF II(USTB) stock.

The initial trade took place in 2021Q4. And since then Masso Torrence Wealth Management Inc. has made 12 purchases of USTB, at an average price of $50.30, for a total of 143,528.00 shares. In addition, there have been 2 sales at an average price of $48.74 for 12,122.00 shares. Based on historical transaction data and USTB's current price of $50.61, Masso Torrence Wealth Management Inc.'s estimated gain on his USTB holdings is $21,868.44, reflecting a 0.30% gain to date.

Masso Torrence Wealth Management Inc. USTB ($50.61) Holding Chart

Masso Torrence Wealth Management Inc. USTB ($50.61) 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 %

Top Ranked Articles

  • 1