Integrated Wealth Concepts LLC Victory Portfolios Ii Victorys Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

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 11,288 shares of VSDA stock, worth $574,897. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,288

Previous 11,250 0.34%

Holding current value

$574,897

Previous $571,000 2.1%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$49.77 - $53.06 $1,891 - $2,016	38 Added 0.34%	11,288 $583,000
Q4 2024 Feb 14, 2025	SELL	$50.67 - $55.17 $7,245 - $7,889	-143 Reduced 1.26%	11,250 $571,000
Q3 2024 Nov 14, 2024	BUY	$47.88 - $53.13 $2,777 - $3,081	58 Added 0.51%	11,393 $605,000
Q2 2024 Aug 14, 2024	BUY	$47.6 - $49.97 $5,854 - $6,146	123 Added 1.1%	11,335 $547,000
Q1 2024 May 15, 2024	BUY	$46.63 - $50.33 $30,076 - $32,462	645 Added 6.1%	11,212 $564,000
Q4 2023 Feb 13, 2024	BUY	$41.34 - $47.68 $3,141 - $3,623	76 Added 0.72%	10,567 $502,000
Q3 2023 Nov 15, 2023	BUY	$43.22 - $47.62 $37,731 - $41,572	873 Added 9.08%	10,491 $455,000
Q2 2023 Aug 15, 2023	BUY	$43.16 - $46.26 $415,112 - $444,928	9,618 New	9,618 $444,000

Others Institutions Holding VSDA

# of Institutions

Shares Held

3.04M

Call Options Held

Put Options Held

View Full List

About VICTORY PORTFOLIOS II VICTORYS

Ticker VSDA
Sector ETFs
Industry ETFs

More about VSDA

Track This Portfolio

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.

Account

Integrated Wealth Concepts LLC Victory Portfolios Ii Victorys Transaction History