Avaii Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History
Avaii Wealth Management, LLC
- $229 Million
- Q3 2025
A detailed history of Avaii Wealth Management, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 143,695 shares of USTB stock, worth $7.3 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
143,695
Previous 135,312
6.2%
Holding current value
$7.3 Million
Previous $6.88 Million
6.56%
% of portfolio
3.2%
Previous 3.51%
Shares
3 transactions
Others Institutions Holding USTB
# of Institutions
143Shares Held
24.6MCall 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