Modern Wealth Management, LLC VICTORY PORTFOLIOS II Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
1,694,698
Previous 1,012,565 67.37%
Holding current value
$63.6 Billion
Previous $0 Infinity%
% of portfolio
1.26%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
682,133 Added 67.37%
1,694,698 $63.6 Billion
Q2 2025

Nov 12, 2025
BUY
N/A
2,270 Added 0.22%
1,012,565 $0
Q2 2025

Aug 14, 2025
BUY
N/A
1,010,295 New
1,010,295 $0
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