Liberty Wealth Management LLC Victory Portf Ii Shs Us Small Transaction History
Liberty Wealth Management LLC
- $504 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding CSB
# of Institutions
64Shares Held
1.41MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC257KShares$13.8 Million0.0% of portfolio
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Ubs Group Ag129KShares$6.95 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC112KShares$6.02 Million0.0% of portfolio
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Cwm, LLC111KShares$5.96 Million0.03% of portfolio
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Dynamic Advisor Solutions LLC80.1KShares$4.31 Million0.15% of portfolio