Comprehensive Financial Planning, Inc./Pa Victory Portfolios Ii Victorys Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 1,659 shares of USVM stock, worth $147,816. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,659
Previous 1,649 0.61%
Holding current value
$147,816
Previous $138 Million 8.56%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$82.3 - $90.8 $823 - $908
10 Added 0.61%
1,659 $150 Million
Q2 2025

Aug 08, 2025
SELL
$69.28 - $84.0 $38,104 - $46,200
-550 Reduced 25.01%
1,649 $138 Million
Q1 2025

May 09, 2025
BUY
$76.56 - $88.03 $48,156 - $55,370
629 Added 40.06%
2,199 $183 Million
Q4 2024

Jan 28, 2025
BUY
$83.49 - $92.09 $131,079 - $144,581
1,570 New
1,570 $132 Million

Others Institutions Holding USVM

# of Institutions
37
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II VICTORYS

USVM Quotes by TradingView
  • Ticker USVM
  • Sector ETFs
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