Perigon Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 12,035 shares of USTB stock, worth $609,091. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,035
Previous 11,729 2.61%
Holding current value
$609,091
Previous $588,000 3.57%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$50.08 - $50.71 $15,324 - $15,517
306 Added 2.61%
12,035 $609,000
Q4 2024

Jan 22, 2025
SELL
$50.06 - $50.85 $26,681 - $27,103
-533 Reduced 4.35%
11,729 $588,000
Q3 2024

Oct 16, 2024
BUY
$49.79 - $50.91 $610,524 - $624,258
12,262 New
12,262 $623,000

Others Institutions Holding USTB

# of Institutions
119
Shares Held
16.5M
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
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