StrategIQ Financial Group, LLC USTB Holdings History
Number of Shares
216,578.00
Current Holdings Value*
$10.74 Mil
% of Portfolio
1.21%
Total Estimate Gain
$437,298.39
% of Total Estimate Gain
4.14%
StrategIQ Financial Group, LLC's VICTORY PTF II Holding Summary
As of 2023-12-31, StrategIQ Financial Group, LLC held 216,578.00 shares of VICTORY PTF II(USTB), totaling $10.74 Mil. This investment constitutes 1.21% of their stock portfolio, and StrategIQ Financial Group, LLC now holds 2.21% of the outstanding VICTORY PTF II(USTB) stock.
The initial trade took place in 2023Q2. And since then StrategIQ Financial Group, LLC has made 3 purchases of USTB, at an average price of $48.76, for a total of 216,578.00 shares. Based on historical transaction data and USTB's current price of $50.78, StrategIQ Financial Group, LLC's estimated gain on his USTB holdings is $437,298.39, reflecting a 4.14% gain to date.
StrategIQ Financial Group, LLC USTB ($50.78) Holding Chart
StrategIQ Financial Group, LLC USTB ($50.78) 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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