Cornerstone Planning Group LLC Victory Portfolios Ii Victorys Transaction History
Cornerstone Planning Group LLC
- $490 Billion
- Q2 2025
A detailed history of Cornerstone Planning Group LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 245,995 shares of USTB stock, worth $12.5 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
245,995
Previous 236,098
4.19%
Holding current value
$12.5 Million
Previous $11.9 Billion
5.25%
% of portfolio
2.56%
Previous 2.85%
Shares
8 transactions
Others Institutions Holding USTB
# of Institutions
134Shares Held
19.4MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.31MShares$269 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.3MShares$66 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.06MShares$53.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY940KShares$47.7 Million0.0% of portfolio
-
Amplius Wealth Advisors, LLC673KShares$34.1 Million3.47% of portfolio