Sweet Financial Partners, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	SELL	$60.13 - $62.76 $5.27 Million - $5.51 Million	-87,722 Reduced 75.16%	28,987 $1.79 Million
Q1 2023 Apr 14, 2023	SELL	$59.24 - $65.37 $20.5 Million - $22.6 Million	-345,242 Reduced 74.74%	116,709 $7.27 Million
Q4 2022 Jan 19, 2023	SELL	$63.45 - $69.03 $170,680 - $185,690	-2,690 Reduced 0.58%	461,951 $0
Q3 2022 Nov 10, 2022	BUY	$64.15 - $66.93 $530,841 - $553,845	8,275 Added 1.81%	464,641 $29.8 Million
Q2 2022 Aug 03, 2022	BUY	$61.98 - $74.66 $314,982 - $379,422	5,082 Added 1.13%	456,366 $29.3 Million
Q1 2022 Apr 22, 2022	SELL	$69.36 - $77.84 $2.91 Million - $3.26 Million	-41,919 Reduced 8.5%	451,284 $33.4 Million
Q4 2021 Feb 07, 2022	BUY	$71.19 - $77.8 $35.1 Million - $38.4 Million	493,203 New	493,203 $38.3 Million

Others Institutions Holding CFO

# of Institutions

73

Shares Held

3.51M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

381K
Shares

$26.4 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

370K
Shares

$25.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

337K
Shares

$23.4 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

322K
Shares

$22.4 Million
0.03% of portfolio
Royal Bank Of Canada Toronto, A6

312K
Shares

$21.6 Million
0.0% of portfolio

About VICTORY PORTFOLIOS II SHS US 5

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