One Ascent Wealth Management LLC Victory Portfolios Ii Victorys Transaction History
One Ascent Wealth Management LLC
- $271 Million
- Q2 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 46,115 shares of USTB stock, worth $2.35 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
46,115
Previous 32,512
41.84%
Holding current value
$2.35 Million
Previous $1.65 Million
42.32%
% of portfolio
0.86%
Previous 0.71%
Shares
3 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