Lakeridge Wealth Management LLC Victory Portfolios Ii Victorys Transaction History
Lakeridge Wealth Management LLC
- $220 Billion
- Q4 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 62,252 shares of USTB stock, worth $3.16 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
62,252
Previous 97,406
36.09%
Holding current value
$3.16 Million
Previous $4.97 Billion
36.28%
% of portfolio
1.44%
Previous 2.21%
Shares
4 transactions
Others Institutions Holding USTB
# of Institutions
143Shares Held
24.4MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.33MShares$271 Million0.18% of portfolio
-
Merit Financial Group, LLC2.43MShares$124 Million1.29% of portfolio
-
Morgan Stanley New York, NY1.69MShares$85.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$70.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$62.9 Million0.02% of portfolio