Victory Portfolios Ii shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Victory Portfolios Ii (UBND) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Victory Portfolios Ii
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All positions including Victory Portfolios Ii held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Victory Portfolios Ii by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $63M | 2.9M | 21.37 |
2024-09-30 | $28M | 1.3M | 22.25 |
2024-06-30 | $14M | 636k | 21.40 |
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