Gradient Investments LLC Victory Portfolios Ii Shs Us 5 Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	BUY	N/A	839 New	839 $54,000
Q1 2020 Apr 07, 2020	SELL	N/A	-200 Closed	0 $0
Q4 2018 Jan 18, 2019	BUY	N/A	200 New	200 $9,000

Others Institutions Holding CFO

# of Institutions

71

Shares Held

3.92M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

403K
Shares

$25.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

371K
Shares

$23.8 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

360K
Shares

$23.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

353K
Shares

$22.7 Million
0.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

335K
Shares

$21.5 Million
0.05% of portfolio

About VICTORY PORTFOLIOS II SHS US 5

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