Beacon Financial Advisory LLC Victory Portfolios Ii Victorys Transaction History
Beacon Financial Advisory LLC
- $344 Million
- Q2 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 46,335 shares of USVM stock, worth $3.88 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
46,335
Previous 47,513
2.48%
Holding current value
$3.88 Million
Previous $3.74 Million
4.04%
% of portfolio
1.13%
Previous 1.25%
Shares
5 transactions
Others Institutions Holding USVM
# of Institutions
45Shares Held
10.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.47MShares$625 Million1.13% of portfolio
-
Cerity Partners LLC New York, NY1.36MShares$114 Million0.21% of portfolio
-
Victory Capital Management Inc1.22MShares$102 Million0.07% of portfolio
-
Systelligence, LLC125KShares$10.5 Million2.17% of portfolio
-
Anderson Financial Strategies, LLC Dayton, OH85.9KShares$7.19 Million4.61% of portfolio