Comprehensive Financial Planning, Inc./Pa Victory Portfolios Ii Victorys Transaction History
Comprehensive Financial Planning, Inc./Pa
- $103 Billion
- Q1 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 2,199 shares of USVM stock, worth $184,716. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,199
Previous 1,570
40.06%
Holding current value
$184,716
Previous $132 Million
38.07%
% of portfolio
0.18%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding USVM
# of Institutions
40Shares Held
9.62MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.72MShares$564 Million1.08% of portfolio
-
Victory Capital Management Inc1.19MShares$100 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY1.11MShares$93.6 Million0.18% of portfolio
-
Systelligence, LLC117KShares$9.8 Million2.46% of portfolio
-
Anderson Financial Strategies, LLC Dayton, OH86.8KShares$7.29 Million4.18% of portfolio