FLAGSHIP HARBOR ADVISORS, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CSB and the CUSIP is 92647N873. A total of 51 filers reported holding VICTORY PORTFOLIOS II in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$337,786
-19.8%
6,896
-16.0%
0.03%
-20.0%
Q2 2023$421,275
-19.5%
8,206
-18.6%
0.04%
-28.6%
Q1 2023$523,239
+112.2%
10,082
+110.9%
0.05%
+96.0%
Q4 2022$246,605
-3.3%
4,781
-13.2%
0.02%
-16.7%
Q3 2022$255,000
-8.9%
5,511
+2.9%
0.03%
-3.2%
Q2 2022$280,000
-10.0%
5,357
+0.8%
0.03%
+3.3%
Q1 2022$311,000
-5.8%
5,317
-1.0%
0.03%
-3.2%
Q4 2021$330,000
+4.4%
5,369
+2.0%
0.03%
-8.8%
Q3 2021$316,0000.0%5,2660.0%0.03%0.0%
Q2 2021$316,000
+32.8%
5,266
+30.7%
0.03%
+25.9%
Q1 2021$238,0004,0300.03%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2022
NameSharesValueWeighting ↓
Eagle Strategies LLC 285,264$13,972,2393.44%
Accel Wealth Management 23,162$1,134,4640.63%
Investors Research Corp 44,652$2,187,0550.57%
IAG Wealth Partners, LLC 32,309$1,582,4940.44%
Savior LLC 898$43,9840.30%
Whitaker-Myers Wealth Managers, LTD. 5,284$258,8270.16%
VICUS CAPITAL 23,711$1,161,3750.12%
Integrity Financial Corp /WA 2,835$138,8580.10%
PRIVATE TRUST CO NA 15,973$782,3580.10%
WealthPLAN Partners, LLC 16,064$786,8150.09%
View complete list of VICTORY PORTFOLIOS II shareholders