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Victory Portfolios Ii Victoryshares Westend U S shares owned by TrinityPoint Wealth

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

Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth 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 TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 28k 40.23
2024-09-30 $782k 20k 39.38
2024-06-30 $635k 17k 37.36

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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