PERSONAL CFO SOLUTIONS, LLC UITB Holdings History
PERSONAL CFO SOLUTIONS, LLC's VICTORY PTF II Holding Summary
As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 12,107.00 shares of VICTORY PTF II(UITB), totaling $568,280.00. This investment constitutes 0.12% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0.02% of the outstanding VICTORY PTF II(UITB) stock.
The initial trade took place in 2024Q1. And since then PERSONAL CFO SOLUTIONS, LLC has made 3 purchases of UITB, at an average price of $46.32, for a total of 127,189.00 shares. In addition, there have been 2 sales at an average price of $46.37 for 115,082.00 shares. Based on historical transaction data and UITB's current price of $46.55, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his UITB holdings is $9,437.33, reflecting a 0.16% gain to date.
PERSONAL CFO SOLUTIONS, LLC UITB ($46.55) Holding Chart
PERSONAL CFO SOLUTIONS, 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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