PLANNING DIRECTIONS INC UITB Holdings History
PLANNING DIRECTIONS INC's VICTORY PTF II Holding Summary
As of 2025-03-31, PLANNING DIRECTIONS INC held 228,823.00 shares of VICTORY PTF II(UITB), totaling $10.74 Mil. This investment constitutes 4.59% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0.44% of the outstanding VICTORY PTF II(UITB) stock.
The initial trade took place in 2024Q2. And since then PLANNING DIRECTIONS INC has made 4 purchases of UITB, at an average price of $46.92, for a total of 228,823.00 shares. Based on historical transaction data and UITB's current price of $46.85, PLANNING DIRECTIONS INC's estimated gain on his UITB holdings is $-15,223.23, reflecting a -0.14% gain to date.
PLANNING DIRECTIONS INC UITB ($46.85) Holding Chart
PLANNING DIRECTIONS INC UITB ($46.85) 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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