Selective Wealth Management, Inc. Victory Portfolios Ii Victorys Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding VSDA
# of Institutions
50Shares Held
2.41MCall Options Held
0Put Options Held
0-
Pinnacle Financial Partners Inc454KShares$24.7 Million0.49% of portfolio
-
Great Valley Advisor Group, Inc.364KShares$19.8 Million0.5% of portfolio
-
Morgan Stanley New York, NY284KShares$15.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC265KShares$14.4 Million0.01% of portfolio
-
Investors Research Corp217KShares$11.8 Million2.59% of portfolio