A detailed history of Iht Wealth Management, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Iht Wealth Management, LLC holds 11,916 shares of USTB stock, worth $593,774. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,916
Previous 9,629 23.75%
Holding current value
$593,774
Previous $477,000 24.32%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$49.44 - $49.9 $113,069 - $114,121
2,287 Added 23.75%
11,916 $593,000
Q4 2023

Feb 14, 2024

SELL
$48.37 - $49.72 $58,285 - $59,912
-1,205 Reduced 11.12%
9,629 $477,000
Q3 2023

Nov 14, 2023

BUY
$48.69 - $49.29 $110,964 - $112,331
2,279 Added 26.64%
10,834 $529,000
Q2 2023

Aug 14, 2023

BUY
$48.77 - $49.34 $417,227 - $422,103
8,555 New
8,555 $418,000

Others Institutions Holding USTB

About VICTORY PORTFOLIOS II VICTORYS


  • Ticker USTB
  • Sector ETFs
  • Industry ETFs
More about USTB
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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