Integrated Wealth Concepts LLC Victory Portfolios Ii Victorys Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 29,697 shares of USTB stock, worth $1.49 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,697
Previous 19,326 53.66%
Holding current value
$1.49 Million
Previous $962,000 56.76%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$49.79 - $50.91 $516,372 - $527,987
10,371 Added 53.66%
29,697 $1.51 Million
Q2 2024

Aug 14, 2024
BUY
$49.39 - $49.98 $115,621 - $117,003
2,341 Added 13.78%
19,326 $962,000
Q1 2024

May 15, 2024
BUY
$49.44 - $49.9 $298,271 - $301,046
6,033 Added 55.09%
16,985 $846,000
Q4 2023

Feb 13, 2024
SELL
$48.37 - $49.72 $53,545 - $55,040
-1,107 Reduced 9.18%
10,952 $543,000
Q3 2023

Nov 15, 2023
BUY
$48.69 - $49.29 $587,152 - $594,388
12,059 New
12,059 $589,000

Others Institutions Holding USTB

# of Institutions
97
Shares Held
11.8M
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 Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email