Octavia Wealth Advisors, LLC Victory Portfolios Ii Victorys Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
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 5,985 shares of USTB stock, worth $301,225. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,985
Previous 4,340
37.9%
Holding current value
$301,225
Previous $220,000
36.36%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding USTB
# of Institutions
98Shares Held
11.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc4.16MShares$210 Million0.21% of portfolio
-
Morgan Stanley New York, NY668KShares$33.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC665KShares$33.5 Million0.0% of portfolio
-
Marquette Asset Management, LLC563KShares$28.3 Million4.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC362KShares$18.2 Million0.01% of portfolio