CAROLINAS WEALTH CONSULTING LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is USVM and the CUSIP is 92647N568. A total of 20 filers reported holding VICTORY PORTFOLIOS II in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q2 2023$31,435
+4.7%
4710.0%0.01%0.0%
Q1 2023$30,017
+1.2%
4710.0%0.01%
-14.3%
Q4 2022$29,674
+9.9%
4710.0%0.01%0.0%
Q3 2022$27,000
-3.6%
4710.0%0.01%0.0%
Q2 2022$28,000
-15.2%
4710.0%0.01%0.0%
Q1 2022$33,000
-5.7%
4710.0%0.01%
-12.5%
Q4 2021$35,0004710.01%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2021
NameSharesValueWeighting ↓
Trilogy Capital Inc. 224,391$14,706,6021.00%
EWG Elevate Inc. 32,709$2,143,7520.97%
Cerity Partners LLC 1,159,596$75,999,9390.37%
VICTORY CAPITAL MANAGEMENT INC 1,400,638$91,797,8150.11%
OneDigital Investment Advisors LLC 3,410$223,5160.01%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 141,742$9,289,7840.00%
ARMSTRONG ADVISORY GROUP, INC 418$27,3960.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,254$2,769,3270.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
MORGAN STANLEY 715$46,8610.00%
View complete list of VICTORY PORTFOLIOS II shareholders