Congress Wealth Management LLC Victory Portfolios Ii Victorys Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Congress Wealth Management LLC holds 10,454 shares of USTB stock, worth $531,167. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,454
Previous 10,682
2.13%
Holding current value
$531,167
Previous $541,000
1.85%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding USTB
# of Institutions
143Shares Held
24.6MCall 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