Concurrent Investment Advisors, LLC Victory Portfolios Ii Shs Us 5 Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,007 shares of CFA stock, worth $269,427. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,007
Previous 3,339
9.94%
Holding current value
$269,427
Previous $294 Million
6.86%
% of portfolio
0.0%
Previous 0.01%
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