WealthPlan Investment Management, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is CSB and the CUSIP is 92647N873. A total of 59 filers reported holding VICTORY PORTFOLIOS II in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q4 2022$5,169,939
+15.3%
90,940
+8.0%
0.36%
+10.4%
Q3 2022$4,483,000
+30.1%
84,203
+33.8%
0.33%
+36.8%
Q1 2022$3,447,00062,9390.24%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q3 2023
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