A detailed history of Avantax Advisory Services, Inc. transactions in Victory Capital Holdings, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,750 shares of VCTR stock, worth $445,365. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,750
Previous 9,632 29.92%
Holding current value
$445,365
Previous $557,000 22.98%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

SELL
$51.28 - $64.94 $147,788 - $187,157
-2,882 Reduced 29.92%
6,750 $429,000
Q1 2025

May 06, 2025

SELL
$55.84 - $70.58 $3,797 - $4,799
-68 Reduced 0.7%
9,632 $557,000
Q4 2024

Feb 07, 2025

BUY
$54.76 - $72.24 $531,172 - $700,728
9,700 New
9,700 $634,000

Others Institutions Holding VCTR

About Victory Capital Holdings, Inc.


  • Ticker VCTR
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 68,448,496
  • Market Cap $4.52B
  • Description
  • Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company worldwide. It offers investment advisory, fund administration, fund compliance, fund transfer agent, and fund distribution services. The company provides specialized investment strategies to institutions, intermediaries, retirement platforms, ...
More about VCTR
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.