Comprehensive Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History

Comprehensive Wealth Management, LLC

  • $151 Million
  • Q3 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 11,883 shares of USTB stock, worth $598,665. This represents 0.4% of its overall portfolio holdings.

Number of Shares
11,883
Previous 11,121 6.85%
Holding current value
$598,665
Previous $553,000 9.04%
% of portfolio
0.4%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
96
Shares Held
11.1M
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
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email