Lakeridge Wealth Management LLC Victory Portfolios Ii Victorys Transaction History
Lakeridge Wealth Management LLC
- $217 Billion
- Q2 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 71,721 shares of USTB stock, worth $3.66 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
71,721
Previous 62,225
15.26%
Holding current value
$3.66 Million
Previous $3.15 Billion
15.65%
% of portfolio
1.68%
Previous 1.58%
Shares
2 transactions
Others Institutions Holding USTB
# of Institutions
135Shares Held
19.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.31MShares$271 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.3MShares$66.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.06MShares$54 Million0.02% of portfolio
-
Morgan Stanley New York, NY940KShares$48 Million0.0% of portfolio
-
Amplius Wealth Advisors, LLC673KShares$34.3 Million3.47% of portfolio