VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 1 filers reported holding VICTORY PORTFOLIOS II in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $422,637 | -13.0% | 7,566 | -10.2% | 0.02% | -8.3% |
Q2 2023 | $485,568 | -55.2% | 8,430 | -52.9% | 0.02% | -56.4% |
Q1 2023 | $1,084,249 | -73.7% | 17,886 | -73.1% | 0.06% | -74.5% |
Q4 2022 | $4,124,800 | -4.1% | 66,454 | -8.3% | 0.22% | -11.5% |
Q3 2022 | $4,301,000 | +22.9% | 72,450 | +36.8% | 0.24% | +37.9% |
Q2 2022 | $3,500,000 | +248.6% | 52,948 | +279.1% | 0.18% | +284.8% |
Q1 2022 | $1,004,000 | – | 13,968 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Garrett Wealth Advisory Group, LLC | 363,991 | $19,590,000 | 14.73% |
Provident Wealth Management, LLC | 62,091 | $3,342,000 | 3.88% |
COREPATH WEALTH PARTNERS LLC | 48,439 | $2,601,000 | 2.71% |
Keystone Financial Group | 102,330 | $5,507,000 | 1.14% |
MONECO Advisors, LLC | 33,855 | $1,893,000 | 1.04% |
GREAT VALLEY ADVISOR GROUP, INC. | 126,582 | $6,813,000 | 0.70% |
LEVEL FOUR FINANCIAL, LLC | 21,064 | $1,134,000 | 0.49% |
Pensionmark Financial Group, LLC | 32,024 | $1,815,000 | 0.46% |
Integrated Wealth Concepts LLC | 160,922 | $8,661,000 | 0.41% |
FLAGSHIP HARBOR ADVISORS, LLC | 52,354 | $2,818,000 | 0.35% |