Institutional Ownership Victory Portf Ii Shs Us Disc E (CSF)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Disc E (CSF). We have compiled data on the 4 institutions that hold shares in the stock, with a total of 117,317 shares, which have been reported (via 13F filing form) to have a value of $5.99 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,123
shares
|
$5.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
16,991
shares
|
$867,050
0.53% of portfolio
|
Q2 2023
Reduced 57.69%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
893
shares
|
$45,569
0.0% of portfolio
|
Q2 2023
Added 46.39%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
310
shares
|
$15,819
0.0% of portfolio
|
Q1 2025
New holding
|