Creative One Wealth, LLC Victory Portfolios Ii Victorys Transaction History
Creative One Wealth, LLC
- $2.98 Billion
- Q1 2025
Shares
8 transactions
Others Institutions Holding VSDA
# of Institutions
52Shares Held
3.04MCall Options Held
0Put Options Held
0-
Great Valley Advisor Group, Inc.1.04MShares$52.4 Million1.3% of portfolio
-
Pinnacle Financial Partners Inc488KShares$24.7 Million0.52% of portfolio
-
Investors Research Corp249KShares$12.6 Million2.85% of portfolio
-
Morgan Stanley New York, NY214KShares$10.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC150KShares$7.57 Million0.0% of portfolio