Purchases and Sales Made in Q1 2025 in Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC) during Q1 2025. The information is specifically focused on institutions that hold shares of VICTORY PORTFOLIOS II SHS INCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.03KNew |
$248K - $268K
|
4.03K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.83K+ 16.05% |
$174K - $187K
|
20.4K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
606+ 5.3% |
$37.2K - $40.2K
|
12K
$781K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$24.6K - $26.5K
|
400
$26K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-37- 3.64% |
$2.27K - $2.45K
|
980
$63.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-273- 3.35% |
$16.8K - $18.1K
|
7.87K
$511K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-8.56K- 43.09% |
$526K - $568K
|
11.3K
$734K
|