Comprehensive Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History

Comprehensive Wealth Management, LLC

  • $131 Million
  • Q4 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 13,458 shares of USTB stock, worth $681,513. This represents 0.51% of its overall portfolio holdings.

Number of Shares
13,458
Previous 11,883 13.25%
Holding current value
$681,513
Previous $603,000 11.94%
% of portfolio
0.51%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$50.06 - $50.85 $78,844 - $80,088
1,575 Added 13.25%
13,458 $675,000
Q3 2024

Nov 06, 2024
BUY
$49.79 - $50.91 $37,939 - $38,793
762 Added 6.85%
11,883 $603,000
Q2 2024

Aug 13, 2024
BUY
$49.39 - $49.98 $549,266 - $555,827
11,121 New
11,121 $553,000

Others Institutions Holding USTB

# of Institutions
113
Shares Held
14.2M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II VICTORYS

USTB Quotes by TradingView
  • Ticker USTB
  • Sector ETFs
  • Industry ETFs
More about USTB
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