One Ascent Wealth Management LLC Victory Portfolios Ii Victorys Transaction History
One Ascent Wealth Management LLC
- $231 Million
- Q1 2025
A detailed history of One Ascent Wealth Management LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 32,512 shares of USTB stock, worth $1.65 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
32,512
Previous 19,104
70.18%
Holding current value
$1.65 Million
Previous $959,000
71.74%
% of portfolio
0.71%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding USTB
# of Institutions
121Shares Held
17.6MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.31MShares$270 Million0.29% of portfolio
-
Bank Of America Corp Charlotte, NC990KShares$50.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC958KShares$48.6 Million0.02% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN730KShares$37 Million5.35% of portfolio
-
Morgan Stanley New York, NY625KShares$31.7 Million0.0% of portfolio