Cwm, LLC Victory Portfolios Ii Victorys Transaction History

Cwm, LLC

$28.4 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$76.56 - $88.03 $51,295 - $58,980	670 New	670 $53,000
Q2 2020 Jul 22, 2020	BUY	$33.29 - $49.21 $2,729 - $4,035	82 New	82 $4,000

Others Institutions Holding USVM

# of Institutions

42

Shares Held

10.5M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

7.47M
Shares

$621 Million
1.13% of portfolio
Victory Capital Management Inc

1.19M
Shares

$99.2 Million
0.1% of portfolio
Cerity Partners LLC New York, NY

1.11M
Shares

$92.6 Million
0.18% of portfolio
Systelligence, LLC

125K
Shares

$10.4 Million
2.17% of portfolio
Anderson Financial Strategies, LLC Dayton, OH

86.8K
Shares

$7.21 Million
4.18% of portfolio

About VICTORY PORTFOLIOS II VICTORYS

Ticker USVM
Sector ETFs
Industry ETFs

More about USVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.