Burt Wealth Advisors Victory Portfolios Ii Victorys Transaction History

Burt Wealth Advisors

$402 Million
Q1 2025

A detailed history of Burt Wealth Advisors transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Burt Wealth Advisors holds 7,425 shares of USTB stock, worth $376,967. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,425

Previous 7,215 2.91%

Holding current value

$376,967

Previous $362,000 3.87%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$50.08 - $50.71 $10,516 - $10,649	210 Added 2.91%	7,425 $376,000
Q4 2024 Feb 06, 2025	BUY	$50.06 - $50.85 $10,262 - $10,424	205 Added 2.92%	7,215 $362,000
Q3 2024 Oct 31, 2024	BUY	$49.79 - $50.91 $17,426 - $17,818	350 Added 5.26%	7,010 $356,000
Q2 2024 Jul 16, 2024	BUY	$49.39 - $49.98 $48,945 - $49,530	991 Added 17.48%	6,660 $331,000
Q1 2024 Apr 18, 2024	SELL	$49.44 - $49.9 $2,521 - $2,544	-51 Reduced 0.89%	5,669 $282,000
Q4 2023 Feb 01, 2024	SELL	$48.37 - $49.72 $3.23 Million - $3.32 Million	-66,844 Reduced 92.12%	5,720 $283,000
Q3 2023 Oct 11, 2023	BUY	$48.69 - $49.29 $3.53 Million - $3.58 Million	72,564 New	72,564 $3.55 Million

Others Institutions Holding USTB

# of Institutions

121

Shares Held

17.6M

Call Options Held

Put Options Held

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About VICTORY PORTFOLIOS II VICTORYS

Ticker USTB
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Victory Portfolios Ii Victorys Transaction History