Comprehensive Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 18,792 shares of USTB stock, worth $953,130. This represents 0.69% of its overall portfolio holdings.

Number of Shares
18,792
Previous 13,458 39.63%
Holding current value
$953,130
Previous $675,000 40.89%
% of portfolio
0.69%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$50.08 - $50.71 $267,126 - $270,487
5,334 Added 39.63%
18,792 $951,000
Q4 2024

Feb 11, 2025
BUY
$50.06 - $50.85 $78,844 - $80,088
1,575 Added 13.25%
13,458 $675,000
Q3 2024

Nov 06, 2024
BUY
$49.79 - $50.91 $37,939 - $38,793
762 Added 6.85%
11,883 $603,000
Q2 2024

Aug 13, 2024
BUY
$49.39 - $49.98 $549,266 - $555,827
11,121 New
11,121 $553,000

Others Institutions Holding USTB

# of Institutions
126
Shares Held
18.3M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II VICTORYS

USTB Quotes by TradingView
  • Ticker USTB
  • Sector ETFs
  • Industry ETFs
More about USTB
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