Who owns VICTORY PORTFOLIOS II?
- Ticker: UBND
- CUSIP Number: 92647x863
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Analyze quarterly positions in Victory Portfolios Ii with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold VICTORY PORTFOLIOS II this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Victory Capital Management | 10M | $222M | 0% | Sep 2024 |
|
Goldstein Advisors | 1.8M | $39M | 27% | Sep 2024 |
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Retirement Planning Group | 1.8M | $39M | 100% | Sep 2024 |
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Monticello Wealth Management | 1.7M | $37M | -32% | Sep 2024 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 1.3M | $28M | 99% | Sep 2024 |
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Correct Capital Wealth Management | 797k | $17M | 1% | Jun 2024 |
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Elk River Wealth Management | 303k | $6.7M | 7% | Sep 2024 |
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Madison Wealth Partners | 122k | $2.7M | 51% | Sep 2024 |
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Resources Investment Advisors | 87k | $1.9M | 56% | Sep 2024 |
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CI Private Wealth | 85k | $1.9M | 100% | Sep 2024 |
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Citadel Advisors | 54k | $1.2M | 151% | Sep 2024 |
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CWM | 44k | $986k | -2% | Sep 2024 |
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Steward Partners Investment Advisory | 21k | $441k | -3% | Jun 2024 |
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Jane Street | 20k | $434k | -61% | Sep 2024 |
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LexAurum Advisors | 19k | $430k | -3% | Sep 2024 |
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Brian McDonald | 1.7k | $37k | -35% | Sep 2024 |
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Tower Research Capital | 1.00 | $21.000000 | 100% | Jun 2024 |
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Who sold out of Victory Portfolios Ii?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Jun 2024 | 16k | $346k |
Royal Bank of Canada | Jun 2024 | 1.4k | $30k |