Allworth Financial LP Victory Portfolios Ii Shs Us 5 Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$64.78 - $75.03 $64 - $75	1 Added 2.33%	44 $3,000
Q3 2023 Oct 31, 2023	BUY	$68.0 - $73.25 $2,924 - $3,149	43 New	43 $2,000

Others Institutions Holding CFA

# of Institutions

69

Shares Held

3.79M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

737K
Shares

$63.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

442K
Shares

$37.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

283K
Shares

$24.3 Million
0.01% of portfolio
Comerica Bank

278K
Shares

$23.9 Million
0.1% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

251K
Shares

$21.5 Million
0.03% of portfolio

About VICTORY PORTFOLIOS II SHS US 5

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