Atlantic Family Wealth, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Atlantic Family Wealth, LLC
- $129 Billion
- Q3 2025
A detailed history of Atlantic Family Wealth, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Atlantic Family Wealth, LLC holds 373,226 shares of CDL stock, worth $25.7 Million. This represents 20.07% of its overall portfolio holdings.
Number of Shares
373,226
Previous 364,574
2.37%
Holding current value
$25.7 Million
Previous $24.3 Billion
6.98%
% of portfolio
20.07%
Previous 21.12%
Shares
4 transactions
Others Institutions Holding CDL
# of Institutions
66Shares Held
2.73MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY571KShares$39.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC294KShares$20.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO198KShares$13.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC155KShares$10.6 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL138KShares$9.5 Million0.01% of portfolio