Cassaday & CO Wealth Management LLC Victory Portfolios Ii Victorys Transaction History
Cassaday & CO Wealth Management LLC
- $3.98 Billion
- Q2 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 $361,115. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,124
Previous 7,124
-0.0%
Holding current value
$361,115
Previous $360,000
0.56%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding USTB
# of Institutions
128Shares 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