PRIVATE TRUST CO NA - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 138 filers reported holding VICTORY PORTFOLIOS II in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$344,656
+5.0%
6,170
+8.3%
0.04%
+9.8%
Q2 2023$328,147
-22.0%
5,697
-17.9%
0.04%
-28.1%
Q1 2023$420,642
+97496.8%
6,9390.0%0.06%
-10.9%
Q4 2022$431
-99.9%
6,9390.0%0.06%
-4.5%
Q3 2022$412,000
-10.2%
6,9390.0%0.07%
-5.6%
Q2 2022$459,0006,9390.07%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q1 2023
NameSharesValueWeighting ↓
Garrett Wealth Advisory Group, LLC 247,214$10,457,0009.53%
GREAT VALLEY ADVISOR GROUP, INC. 250,089$10,929,0004.08%
Integrated Wealth Concepts LLC 263,311$11,143,0003.03%
Keystone Financial Group 127,234$5,385,0002.43%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 42,332$1,792,0001.36%
StoneX Group Inc. 28,992$1,227,0001.18%
Wealth & Pension Services Group, Inc. 12,101$512,0000.46%
Caprock Group, LLC 46,889$1,984,0000.46%
Sound View Wealth Advisors, LLC 28,529$1,207,0000.44%
Concorde Asset Management, LLC 11,804$499,0000.42%
View complete list of VICTORY PORTFOLIOS II shareholders