Burt Wealth Advisors Victory Portfolios Ii Victorys Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 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 7,924 shares of USTB stock, worth $401,984. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,924
Previous 7,425
6.72%
Holding current value
$401,984
Previous $376,000
6.91%
% of portfolio
0.09%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding USTB
# of Institutions
125Shares Held
18.3MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.31MShares$269 Million0.29% of portfolio
-
Bank Of America Corp Charlotte, NC990KShares$50.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC958KShares$48.6 Million0.02% of portfolio
-
Amplius Wealth Advisors, LLC673KShares$34.1 Million3.47% of portfolio
-
Morgan Stanley New York, NY625KShares$31.7 Million0.0% of portfolio