WILLNER & HELLER, 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
WILLNER & HELLER, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q4 2022$635,868
+27.2%
12,328
+14.3%
0.90%
+11.9%
Q3 2022$500,000
+21.1%
10,786
+36.6%
0.81%
+25.7%
Q2 2022$413,000
+15.0%
7,894
+35.0%
0.64%
+45.6%
Q1 2022$359,000
+5.9%
5,847
-1.0%
0.44%
-2.2%
Q4 2021$339,0005,9090.45%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2022
NameSharesValueWeighting ↓
Savior LLC 95,878$4,976,0634.11%
Eagle Strategies LLC 248,151$12,879,0373.22%
Investors Research Corp 56,957$2,956,0680.77%
WealthPLAN Partners, LLC 89,837$4,662,5400.53%
Accel Wealth Management 17,582$912,5290.37%
IAG Wealth Partners, LLC 25,391$1,317,7920.37%
Whitaker-Myers Wealth Managers, LTD. 5,683$294,9270.23%
Integrity Financial Corp /WA 3,045$158,0360.13%
Western Wealth Management, LLC 24,151$1,253,4660.12%
PRIVATE TRUST CO NA 15,973$828,9990.11%
View complete list of VICTORY PORTFOLIOS II shareholders