Plan A Wealth LLC VICTORY PORTFOLIOS II Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025
Number of Shares
6,527
Previous 11,359 42.54%
Holding current value
$245 Million
Previous $402 Million 39.04%
% of portfolio
0.12%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
N/A
-4,832 Reduced 42.54%
6,527 $245 Million
Q2 2025

Nov 06, 2025
BUY
N/A
674 Added 6.31%
11,359 $402 Million
Q1 2025

Nov 06, 2025
BUY
N/A
10,685 New
10,685 $366 Million
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