Retirement Planning Group Victory Portfolios Ii Victorys Transaction History
Retirement Planning Group
- $2.04 Billion
- Q3 2025
A detailed history of Retirement Planning Group transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Retirement Planning Group holds 63,312 shares of USVM stock, worth $5.64 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
63,312
Previous 70,747
10.51%
Holding current value
$5.64 Million
Previous $5.94 Million
3.42%
% of portfolio
0.28%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding USVM
# of Institutions
37Shares Held
11.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC8.16MShares$727 Million1.21% of portfolio
-
Cerity Partners LLC New York, NY1.39MShares$124 Million0.21% of portfolio
-
Victory Capital Management Inc1.35MShares$120 Million0.08% of portfolio
-
Systelligence, LLC116KShares$10.3 Million2.36% of portfolio
-
Anderson Financial Strategies, LLC Dayton, OH84.8KShares$7.56 Million4.55% of portfolio