Cassaday & CO Wealth Management LLC Victory Portfolios Ii Victorys Transaction History
Cassaday & CO Wealth Management LLC
- $4.32 Billion
- Q3 2025
A detailed history of Cassaday & CO Wealth Management LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 7,124 shares of USTB stock, worth $361,970. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,124
Previous 7,124
-0.0%
Holding current value
$361,970
Previous $362,000
0.28%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding USTB
# of Institutions
143Shares Held
24.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.33MShares$271 Million0.18% of portfolio
-
Merit Financial Group, LLC2.43MShares$124 Million1.29% of portfolio
-
Morgan Stanley New York, NY1.69MShares$85.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$70.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$62.9 Million0.02% of portfolio