Octavia Wealth Advisors, LLC Victory Portfolios Ii Victorys Transaction History
Octavia Wealth Advisors, LLC
- $990 Million
- Q3 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 5,760 shares of USTB stock, worth $292,665. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,760
Previous 5,620
2.49%
Holding current value
$292,665
Previous $285,000
2.81%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding USTB
# of Institutions
141Shares Held
24.2MCall 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