Moneco Advisors, LLC Victory Portf Ii Shs Us Disc E Transaction History

Moneco Advisors, LLC

$1.02 Billion
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	SELL	$47.75 - $51.65 $5,348 - $5,784	-112 Reduced 2.07%	5,287 $265,000
Q1 2024 Apr 25, 2024	SELL	$46.87 - $51.25 $43,589 - $47,662	-930 Reduced 14.69%	5,399 $276,000
Q4 2023 Mar 13, 2024	SELL	$46.97 - $49.35 $130,012 - $136,600	-2,768 Reduced 30.43%	6,329 $311,000
Q4 2023 Feb 05, 2024	SELL	$46.97 - $49.35 $130,012 - $136,600	-2,768 Reduced 30.43%	6,329 $311,000
Q3 2023 Mar 13, 2024	SELL	$47.58 - $52.84 $609,214 - $676,563	-12,804 Reduced 58.46%	9,097 $438,000
Q3 2023 Nov 03, 2023	SELL	$47.58 - $52.84 $609,214 - $676,563	-12,804 Reduced 58.46%	9,097 $438,000
Q2 2023 Mar 13, 2024	BUY	$50.94 - $52.15 $793,237 - $812,079	15,572 Added 246.04%	21,901 $1.14 Million
Q2 2023 Aug 02, 2023	BUY	$50.94 - $52.15 $27,711 - $28,369	544 Added 2.55%	21,901 $1.14 Million
Q1 2023 May 11, 2023	BUY	$49.72 - $57.33 $255,560 - $294,676	5,140 Added 31.7%	21,357 $1.11 Million
Q4 2022 Jan 27, 2023	BUY	$53.89 - $58.71 $327,597 - $356,898	6,079 Added 59.96%	16,217 $887,000
Q3 2022 Nov 01, 2022	BUY	$54.28 - $56.93 $550,290 - $577,156	10,138 New	10,138 $551,000

Others Institutions Holding CSF

# of Institutions

3

Shares Held

117K

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

99.1K
Shares

$5.06 Million
0.01% of portfolio
Lumature Wealth Partners, LLC Alpharetta, GA

17K
Shares

$867,050
0.53% of portfolio
Sunbelt Securities, Inc. Houston, TX

893
Shares

$45,569
0.0% of portfolio

About VICTORY PORTF II SHS US DISC E

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