Number of Shares
138,972.00
Current Holdings Value*
$7.04 Mil
% of Portfolio
4.91%
Total Estimate Gain
$28,089.26
% of Total Estimate Gain
0.40%

Pinnacle Wealth Management Group, Inc.'s VICTORY PTF II Holding Summary

As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 138,972.00 shares of VICTORY PTF II(USTB), totaling $7.04 Mil. This investment constitutes 4.91% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0.62% of the outstanding VICTORY PTF II(USTB) stock.

The initial trade took place in 2024Q3. And since then Pinnacle Wealth Management Group, Inc. has made 3 purchases of USTB, at an average price of $50.41, for a total of 138,972.00 shares. Based on historical transaction data and USTB's current price of $50.61, Pinnacle Wealth Management Group, Inc.'s estimated gain on his USTB holdings is $28,089.26, reflecting a 0.40% gain to date.

Pinnacle Wealth Management Group, Inc. USTB ($50.61) Holding Chart

Pinnacle Wealth Management Group, 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 %

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