Burt Wealth Advisors Victory Portfolios Ii Victorys Transaction History
Burt Wealth Advisors
- $395 Million
- Q4 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 7,215 shares of USTB stock, worth $364,573. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,215
Previous 7,010
2.92%
Holding current value
$364,573
Previous $356,000
1.69%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding USTB
# of Institutions
113Shares Held
14.2MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.12MShares$259 Million0.27% of portfolio
-
Bank Of America Corp Charlotte, NC900KShares$45.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC716KShares$36.2 Million0.02% of portfolio
-
Marquette Asset Management, LLC563KShares$28.4 Million4.62% of portfolio
-
Morgan Stanley New York, NY551KShares$27.9 Million0.0% of portfolio