PERSONAL CFO SOLUTIONS, LLC
Position in UITB — VictoryShares Core Intermediate Bond ETF
CIK 1677501
CHESTER, NJ
All Filings in UITB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UITB | $412,856 | 8,781 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 UITB | $472,081 | 9,969 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 UITB | $487,935 | 10,268 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 UITB | $490,422 | 10,419 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 UITB | $568,302 | 12,107 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 UITB | $5,799,003 | 126,175 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 UITB | $6,096,168 | 127,189 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 UITB | $5,784,239 | 125,717 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 UITB | $5,641,431 | 121,635 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||