Sandy Cove Advisors, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Sandy Cove Advisors, LLC

$275 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$62.06 - $74.6 $48,717 - $58,560	-785 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$71.27 - $77.81 $55,946 - $61,080	785 New	785 $61,000

Others Institutions Holding CFA

# of Institutions

71

Shares Held

4.01M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

662K
Shares

$60.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

380K
Shares

$34.6 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

300K
Shares

$27.3 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

288K
Shares

$26.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

270K
Shares

$24.6 Million
0.01% of portfolio

About VICTORY PORTFOLIOS II SHS US 5

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