Lakeridge Wealth Management LLC Victory Portfolios Ii Victorys Transaction History
Lakeridge Wealth Management LLC
- $225 Billion
- Q3 2025
A detailed history of Lakeridge Wealth Management LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 97,406 shares of USTB stock, worth $4.95 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
97,406
Previous 71,721
35.81%
Holding current value
$4.95 Million
Previous $3.64 Billion
36.27%
% of portfolio
2.21%
Previous 1.68%
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