Schwallier Wealth Management LLC VICTORY PORTFOLIOS II Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024
Number of Shares
7,305
Previous 7,278 0.37%
Holding current value
$249 Million
Previous $242 Million 2.75%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Feb 14, 2025
BUY
N/A
27 Added 0.37%
7,305 $249 Million
Q3 2024

Nov 07, 2024
BUY
N/A
7,278 New
7,278 $242 Million
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