Avantax Advisory Services, Inc. Victory Portfolios Ii Shs Us 5 Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 2,505 shares of CFA stock, worth $224,448. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,505
Previous 2,505
-0.0%
Holding current value
$224,448
Previous $211,000
4.27%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CFA
# of Institutions
75Shares Held
3.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY646KShares$57.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC365KShares$32.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA262KShares$23.4 Million0.0% of portfolio
-
Comerica Bank253KShares$22.7 Million0.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL251KShares$22.4 Million0.03% of portfolio