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Victory Portfolios Ii Victoryshares Westend U S shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Victory Portfolios Ii Victoryshares Westend U S (MODL) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii Victoryshares Westend U S by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 5.3k 46.21
2025-06-30 $207k 4.8k 43.10

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View all positions for Concurrent Investment Advisors

Top funds holding Victory Portfolios Ii Victoryshares Westend U S

Victory Capital Management
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial
LPL Financial
Rockefeller Capital Management
Royal Bank of Canada
Envestnet Asset Management
Morgan Stanley
Wealth Enhancement Advisory Services
MBL Wealth
Stifel Financial
D.A. Davidson & Co.
Summit Financial
Huntleigh Advisors

View all funds holding Victory Portfolios Ii Victoryshares Westend U S