Bogart Wealth, LLC Victory Portfolios Ii Victorys Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q4 2024
A detailed history of Bogart Wealth, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Bogart Wealth, LLC holds 59 shares of USVM stock, worth $4,347. This represents 0.0% of its overall portfolio holdings.
Number of Shares
59
Previous 59
-0.0%
Holding current value
$4,347
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding USVM
# of Institutions
28Shares Held
9.48MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.72MShares$495 Million1.08% of portfolio
-
Victory Capital Management Inc1.18MShares$86.8 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY1.08MShares$79.8 Million0.2% of portfolio
-
Trilogy Capital Inc.213KShares$15.7 Million0.95% of portfolio
-
Systelligence, LLC95.7KShares$7.05 Million2.13% of portfolio