Evergreen Wealth Solutions, LLC Victory Portfolios Ii Victorys Transaction History
Evergreen Wealth Solutions, LLC
- $170 Million
- Q3 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 44,861 shares of USTB stock, worth $2.28 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
44,861
Previous 39,946
12.3%
Holding current value
$2.28 Million
Previous $2.03 Million
12.66%
% of portfolio
1.34%
Previous 1.27%
Shares
3 transactions
Others Institutions Holding USTB
# of Institutions
143Shares Held
24.6MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc5.33MShares$271 Million0.18% of portfolio
-
Merit Financial Group, LLC2.43MShares$124 Million1.29% of portfolio
-
Morgan Stanley New York, NY1.69MShares$85.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$70.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$62.9 Million0.02% of portfolio