Summit Wealth & Retirement Planning, Inc. Victory Capital Holdings, Inc. Transaction History

Summit Wealth & Retirement Planning, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$27.04 - $33.96 $178,869 - $224,645	-6,615 Reduced 44.96%	8,099 $237,000
Q4 2022 Feb 09, 2023	SELL	$24.73 - $32.26 $47,011 - $61,326	-1,901 Reduced 11.44%	14,714 $395,000
Q2 2022 Aug 02, 2022	SELL	$24.1 - $29.42 $1,928 - $2,353	-80 Reduced 0.48%	16,615 $400,000
Q1 2022 May 12, 2022	SELL	$28.87 - $36.24 $19,660 - $24,679	-681 Reduced 3.92%	16,695 $482,000
Q4 2021 Feb 03, 2022	BUY	$33.0 - $42.37 $573,408 - $736,221	17,376 New	17,376 $635,000

252

50.4M

15.5K

4.9K

Ticker VCTR
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 68,448,496
Market Cap $4.53B
Description
Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company worldwide. It offers investment advisory, fund administration, fund compliance, fund transfer agent, and fund distribution services. The company provides specialized investment strategies to institutions, intermediaries, retirement platforms, ...

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