Beacon Financial Advisory LLC Victory Portfolios Ii Victorys Call Options Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding USVM
# of Institutions
31Shares Held
9.52MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.72MShares$513 Million1.08% of portfolio
-
Victory Capital Management Inc1.18MShares$89.8 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY1.08MShares$82.7 Million0.2% of portfolio
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Trilogy Capital Inc.213KShares$16.3 Million0.95% of portfolio
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Systelligence, LLC117KShares$8.9 Million2.46% of portfolio