Amplius Wealth Advisors, LLC Victory Portfolios Ii Victorys Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 762,893 shares of USTB stock, worth $38.8 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares

762,893

Previous 672,758 13.4%

Holding current value

$38.8 Million

Previous $34.2 Million 13.78%

% of portfolio

4.57%

Previous 3.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$50.54 - $51.1 $4.56 Million - $4.61 Million	90,135 Added 13.4%	762,893 $38.9 Million
Q2 2025 Aug 04, 2025	BUY	$50.21 - $50.82 $2.46 Million - $2.49 Million	49,026 Added 7.86%	672,758 $34.2 Million
Q1 2025 Apr 10, 2025	BUY	$50.08 - $50.71 $31.2 Million - $31.6 Million	623,732 New	623,732 $31.6 Million
Q1 2024 Apr 16, 2024	SELL	$49.44 - $49.9 $4.58 Million - $4.62 Million	-92,570 Reduced 36.34%	162,168 $8.08 Million
Q4 2023 Jan 10, 2024	SELL	$48.37 - $49.72 $645,062 - $663,065	-13,336 Reduced 4.97%	254,738 $12.6 Million

Q3 2023 Oct 17, 2023	BUY	$48.69 - $49.29 $3.19 Million - $3.23 Million	65,438 Added 32.29%	268,074 $13.1 Million
Q2 2023 Jul 26, 2023	SELL	$48.77 - $49.34 $538,176 - $544,466	-11,035 Reduced 5.16%	202,636 $9.9 Million
Q1 2023 Apr 25, 2023	SELL	$48.69 - $49.32 $1.27 Million - $1.29 Million	-26,163 Reduced 10.91%	213,671 $10.5 Million
Q4 2022 Jan 19, 2023	BUY	$48.09 - $48.99 $11.5 Million - $11.7 Million	239,834 New	239,834 $0

Others Institutions Holding USTB

# of Institutions

143

Shares Held

24.6M

Call Options Held

Put Options Held

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About VICTORY PORTFOLIOS II VICTORYS

Ticker USTB
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Amplius Wealth Advisors, LLC Victory Portfolios Ii Victorys Transaction History