Guardian Wealth Advisors, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Guardian Wealth Advisors, LLC

$162 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 28, 2021	SELL	$67.71 - $71.79 $175,301 - $185,864	-2,589 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$61.37 - $67.29 $158,886 - $174,213	2,589 New	2,589 $0

Others Institutions Holding CFA

# of Institutions

69

Shares Held

3.79M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

737K
Shares

$63.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

442K
Shares

$38.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

283K
Shares

$24.5 Million
0.01% of portfolio
Comerica Bank

278K
Shares

$24.1 Million
0.1% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

251K
Shares

$21.6 Million
0.03% of portfolio

About VICTORY PORTFOLIOS II SHS US 5

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