Retirement Planning Group, LLC UBND Holdings History
Retirement Planning Group, LLC's VictoryShares Core Plus Intermediate Bond ETF Holding Summary
As of 2025-03-31, Retirement Planning Group, LLC held 4.96 Mil shares of VictoryShares Core Plus Intermediate Bond ETF(UBND), totaling $108.14 Mil. This investment constitutes 5.07% of their stock portfolio, and Retirement Planning Group, LLC now holds 17.19% of the outstanding VictoryShares Core Plus Intermediate Bond ETF(UBND) stock.
The initial trade took place in 2024Q3. And since then Retirement Planning Group, LLC has made 3 purchases of UBND, at an average price of $21.76, for a total of 4.96 Mil shares. Based on historical transaction data and UBND's current price of $21.70, Retirement Planning Group, LLC's estimated gain on his UBND holdings is $-297,118.51, reflecting a -0.28% gain to date.
Retirement Planning Group, LLC UBND ($21.70) Holding Chart
Retirement Planning Group, LLC UBND ($21.70) 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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