Comprehensive Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 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 16,018 shares of USTB stock, worth $813,874. This represents 0.64% of its overall portfolio holdings.

Number of Shares
16,018
Previous 8,873 80.53%
Holding current value
$813,874
Previous $450,000 81.33%
% of portfolio
0.64%
Previous 0.39%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$50.54 - $51.1 $361,108 - $365,109
7,145 Added 80.53%
16,018 $816,000
Q2 2025

Aug 11, 2025
SELL
$50.21 - $50.82 $498,032 - $504,083
-9,919 Reduced 52.78%
8,873 $450,000
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
143
Shares Held
24.6M
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
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email