OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 133 filers reported holding VICTORY PORTFOLIOS II in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q1 2023$207,866
-2.3%
3,4290.0%0.02%
-11.8%
Q4 2022$212,838
+4.3%
3,4290.0%0.02%0.0%
Q3 2022$204,000
-10.1%
3,4290.0%0.02%0.0%
Q2 2022$227,000
-7.7%
3,4290.0%0.02%
-5.6%
Q1 2022$246,000
-48.4%
3,429
-50.0%
0.02%
-48.6%
Q4 2021$477,0006,8540.04%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q2 2023
NameSharesValueWeighting ↓
LPL Financial LLC 2,405,534$102,716,0000.70%
Independent Advisor Alliance 70,302$2,996,0000.48%
CWM, LLC 174,312$7,480,0000.42%
FLAGSHIP HARBOR ADVISORS, LLC 21,640$922,0000.35%
Stratos Wealth Partners, LTD. 128,647$5,520,0000.31%
First Heartland Consultants, Inc. 12,555$539,0000.15%
Cornerstone Wealth Management, LLC 13,248$567,0000.14%
IFP Advisors, Inc 70,028$3,005,0000.13%
Raymond James Financial Services Advisors, Inc. 182,433$7,828,0000.06%
NEXT Financial Group, Inc 3,902$168,000,0000.05%
View complete list of VICTORY PORTFOLIOS II shareholders