Carolinas Wealth Consulting LLC Victory Portfolios Ii Victorys Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding USVM
# of Institutions
18Shares Held
2.66MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc1.15MShares$97.7 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY1.1MShares$93.5 Million0.21% of portfolio
-
Trilogy Capital Inc.216KShares$18.3 Million0.95% of portfolio
-
Systelligence, LLC92.5KShares$7.86 Million2.08% of portfolio
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Beacon Financial Advisory LLC26.9KShares$2.28 Million0.85% of portfolio