Wcg Wealth Advisors LLC Victory Portfolios Ii Shs Inco Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$54.89 - $59.53 $188,656 - $204,604	-3,437 Reduced 9.6%	32,376 $1.93 Million
Q4 2023 Feb 08, 2024	SELL	$55.11 - $56.96 $724,035 - $748,340	-13,138 Reduced 26.84%	35,813 $2.03 Million
Q3 2023 Nov 09, 2023	BUY	$55.47 - $58.3 $698,644 - $734,288	12,595 Added 34.64%	48,951 $2.73 Million
Q2 2023 Aug 14, 2023	SELL	$56.96 - $60.89 $39,017 - $41,709	-685 Reduced 1.85%	36,356 $2.09 Million
Q1 2023 May 15, 2023	BUY	$57.54 - $65.62 $50,059 - $57,089	870 Added 2.41%	37,041 $2.25 Million
Q4 2022 Feb 14, 2023	BUY	$59.91 - $64.8 $83,574 - $90,396	1,395 Added 4.01%	36,171 $2.25 Million
Q3 2022 Nov 14, 2022	BUY	$59.36 - $69.92 $76,336 - $89,917	1,286 Added 3.84%	34,776 $2.06 Million
Q2 2022 Aug 23, 2022	SELL	$63.39 - $73.87 $1.39 Million - $1.62 Million	-21,933 Reduced 39.57%	33,490 $2.21 Million
Q2 2022 Aug 15, 2022	BUY	$63.39 - $73.87 $3.51 Million - $4.09 Million	55,423 New	55,423 $158,000

Others Institutions Holding CDC

# of Institutions

105

Shares Held

8.51M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.26M
Shares

$81.3 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

838K
Shares

$53.9 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

768K
Shares

$49.4 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$44.6 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

651K
Shares

$41.9 Million
0.0% of portfolio

About VICTORY PORTFOLIOS II SHS INCO

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