Number of Shares
168,855.00
Current Holdings Value*
$7.93 Mil
% of Portfolio
5.53%
Total Estimate Gain
$-114,175.15
% of Total Estimate Gain
-1.43%

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

As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 168,855.00 shares of VICTORY PTF II(UITB), totaling $7.93 Mil. This investment constitutes 5.53% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0.33% of the outstanding VICTORY PTF II(UITB) stock.

The initial trade took place in 2024Q3. And since then Pinnacle Wealth Management Group, Inc. has made 3 purchases of UITB, at an average price of $47.22, for a total of 168,855.00 shares. Based on historical transaction data and UITB's current price of $46.55, Pinnacle Wealth Management Group, Inc.'s estimated gain on his UITB holdings is $-114,175.15, reflecting a -1.43% gain to date.

Pinnacle Wealth Management Group, Inc. UITB ($46.55) Holding Chart

Pinnacle Wealth Management Group, Inc. 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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