Comprehensive Financial Planning, Inc./Pa Victory Portfolios Ii Victorys Transaction History
Comprehensive Financial Planning, Inc./Pa
- $127 Billion
- Q2 2025
A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 1,649 shares of USVM stock, worth $148,261. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,649
Previous 2,199
25.01%
Holding current value
$148,261
Previous $183 Million
24.19%
% of portfolio
0.11%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding USVM
# of Institutions
39Shares Held
10.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.47MShares$672 Million1.13% of portfolio
-
Cerity Partners LLC New York, NY1.36MShares$123 Million0.21% of portfolio
-
Victory Capital Management Inc1.22MShares$110 Million0.07% of portfolio
-
Systelligence, LLC125KShares$11.3 Million2.17% of portfolio
-
Anderson Financial Strategies, LLC Dayton, OH85.9KShares$7.72 Million4.61% of portfolio