Western Wealth Management, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	SELL	$58.71 - $63.37 $5,871 - $6,337	-100 Reduced 2.79%	3,486 $205,000
Q4 2022 Feb 02, 2023	SELL	$63.45 - $69.03 $227,531 - $247,541	-3,586 Reduced 50.0%	3,586 $229,000
Q1 2022 May 10, 2022	BUY	$69.36 - $77.84 $219,108 - $245,896	3,159 Added 78.72%	7,172 $532,000
Q1 2021 May 14, 2021	SELL	$61.42 - $67.3 $171,116 - $187,497	-2,786 Reduced 40.98%	4,013 $270,000
Q4 2020 Feb 10, 2021	SELL	$53.98 - $62.38 $18,461 - $21,333	-342 Reduced 4.79%	6,799 $424,000
Q3 2020 Oct 27, 2020	SELL	$51.67 - $56.73 $103,753 - $113,913	-2,008 Reduced 21.95%	7,141 $389,000
Q2 2020 Jul 20, 2020	SELL	$46.08 - $53.97 $25,067 - $29,359	-544 Reduced 5.61%	9,149 $475,000
Q1 2020 Apr 27, 2020	SELL	$45.18 - $54.25 $2.13 Million - $2.55 Million	-47,056 Reduced 82.92%	9,693 $453,000
Q4 2019 Feb 10, 2020	BUY	$47.55 - $52.67 $2.13 Million - $2.36 Million	44,839 Added 376.48%	56,749 $2.89 Million
Q3 2019 Nov 08, 2019	SELL	$49.04 - $49.78 $13.6 Million - $13.8 Million	-277,108 Reduced 95.88%	11,910 $589,000
Q2 2019 Aug 06, 2019	BUY	N/A	271,557 Added 1555.22%	289,018 $13.5 Million
Q1 2019 May 10, 2019	BUY	N/A	3,357 Added 23.8%	17,461 $820,000
Q4 2018 Feb 15, 2019	BUY	N/A	14,104 New	14,104 $622,000

Others Institutions Holding CFO

# of Institutions

73

Shares Held

3.51M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

381K
Shares

$27.9 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

370K
Shares

$27.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

337K
Shares

$24.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

322K
Shares

$23.6 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

312K
Shares

$22.8 Million
0.0% of portfolio

About VICTORY PORTFOLIOS II SHS US 5

Ticker CFO
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.