Burt Wealth Advisors Victory Portfolios Ii Victorys Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Burt Wealth Advisors holds 7,010 shares of USTB stock, worth $353,654. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,010
Previous 6,660
5.26%
Holding current value
$353,654
Previous $331,000
7.55%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding USTB
# of Institutions
100Shares Held
12MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc4.16MShares$210 Million0.21% of portfolio
-
Morgan Stanley New York, NY668KShares$33.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC665KShares$33.6 Million0.0% of portfolio
-
Marquette Asset Management, LLC563KShares$28.4 Million4.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC362KShares$18.3 Million0.01% of portfolio