Perigon Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 11,729 shares of USTB stock, worth $588,678. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,729
Previous 12,262
4.35%
Holding current value
$588,678
Previous $623,000
5.62%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding USTB
# of Institutions
109Shares Held
14.2MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.12MShares$257 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC716KShares$35.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY668KShares$33.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC665KShares$33.4 Million0.0% of portfolio
-
Marquette Asset Management, LLC563KShares$28.2 Million4.62% of portfolio