Beacon Financial Advisory LLC Victory Portfolios Ii Victorys Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025

A detailed history of Beacon Financial Advisory LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 47,513 shares of USVM stock, worth $3.63 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
47,513
Previous 37,895 25.38%
Holding current value
$3.63 Million
Previous $3.19 Million 17.24%
% of portfolio
1.25%
Previous 1.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$76.56 - $88.03 $736,354 - $846,672
9,618 Added 25.38%
47,513 $3.74 Million
Q4 2024

Jan 27, 2025
BUY
$83.49 - $92.09 $919,892 - $1.01 Million
11,018 Added 40.99%
37,895 $3.19 Million
Q3 2024

Oct 30, 2024
BUY
$76.8 - $85.09 $1.2 Million - $1.33 Million
15,589 Added 138.1%
26,877 $2.29 Million
Q2 2024

Jul 26, 2024
BUY
$74.23 - $80.3 $837,908 - $906,426
11,288 New
11,288 $877,000

Others Institutions Holding USVM

# of Institutions
31
Shares Held
9.52M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II VICTORYS

USVM Quotes by TradingView
  • Ticker USVM
  • Sector ETFs
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More about USVM
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