Tradition Wealth Management »

Victory Portfolios Ii Victoryshares Westend U S shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Victory Portfolios Ii Victoryshares Westend U S (MODL) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Victory Portfolios Ii Victoryshares Westend U S

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii Victoryshares Westend U S held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Victory Portfolios Ii Victoryshares Westend U S by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 26k 39.38
2024-06-30 $683k 18k 37.36
2024-03-31 $499k 14k 35.80

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

Top funds holding Victory Portfolios Ii Victoryshares Westend U S

Victory Capital Management
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James & Associates
LPL Financial
Raymond James Financial Services Advisors
Royal Bank of Canada
Rockefeller Capital Management
Envestnet Asset Management
HighTower Advisors
TAP Consulting
Advisor Group Holdings
Hilltop Holdings
Kuhn & Co Investment Counsel
Gentry Private Wealth

View all funds holding Victory Portfolios Ii Victoryshares Westend U S