Ae Wealth Management LLC Victory Portfolios Ii Victorys Transaction History

Ae Wealth Management LLC

$14.9 Billion
Q4 2025

A detailed history of Ae Wealth Management LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Ae Wealth Management LLC holds 36 shares of USVM stock, worth $3,207. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,207

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 26, 2026	BUY	$87.54 - $91.3 $3,151 - $3,286	36 New	36 $3,000

Others Institutions Holding USVM

# of Institutions

Shares Held

12.2M

Call Options Held

Put Options Held

Wealth Enhancement Advisory Services, LLC

8.78M
Shares

$782 Million
1.2% of portfolio
Cerity Partners LLC New York, NY

1.39M
Shares

$124 Million
0.21% of portfolio
Victory Capital Management Inc

1.35M
Shares

$120 Million
0.08% of portfolio
Systelligence, LLC

116K
Shares

$10.3 Million
2.36% of portfolio
Anderson Financial Strategies, LLC Dayton, OH

84.8K
Shares

$7.56 Million
4.55% of portfolio

View Full List

About VICTORY PORTFOLIOS II VICTORYS

Ticker USVM
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Ae Wealth Management LLC Victory Portfolios Ii Victorys Transaction History