Atria Investments, Inc - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CDC and the CUSIP is 92647N824. A total of 113 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q2 2023$5,291,237
-6.0%
91,862
-1.1%
0.10%
-10.3%
Q1 2023$5,631,884
-1.7%
92,905
+0.6%
0.11%
-8.5%
Q4 2022$5,730,042
+36.0%
92,315
+30.1%
0.12%
+25.8%
Q3 2022$4,212,000
+38.3%
70,962
+54.1%
0.09%
+45.3%
Q2 2022$3,045,00046,0610.06%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2023
NameSharesValueWeighting ↓
Garrett Wealth Advisory Group, LLC 308,006$14,331,410,00010.03%
TAP Consulting, LLC 108,428$5,045,0002.98%
Keystone Financial Group 137,684$6,406,0001.97%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 52,803$2,457,0001.92%
Integrated Wealth Concepts LLC 270,064$12,566,0001.41%
SMITH, MOORE & CO. 101,112$4,705,0001.04%
StoneX Group Inc. 29,715$1,383,0000.86%
Summit Financial Wealth Advisors, LLC 49,979$2,293,0000.56%
Wealth & Pension Services Group, Inc. 13,424$625,0000.45%
IFP Advisors, Inc 99,614$4,623,0000.31%
View complete list of VICTORY PORTFOLIOS II shareholders