Evergreen Wealth Solutions, LLC Victory Portfolios Ii Victorys Transaction History
Evergreen Wealth Solutions, LLC
- $160 Million
- Q2 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 39,946 shares of USTB stock, worth $2.03 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
39,946
Previous 19,697
102.8%
Holding current value
$2.03 Million
Previous $997,000
103.61%
% of portfolio
1.27%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding USTB
# of Institutions
138Shares Held
19.6MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.31MShares$270 Million0.19% of portfolio
-
Merit Financial Group, LLC2.43MShares$124 Million1.29% of portfolio
-
Bank Of America Corp Charlotte, NC1.3MShares$66.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.06MShares$53.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY940KShares$47.9 Million0.0% of portfolio