Concurrent Investment Advisors, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,002 shares of CDL stock, worth $275,417. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,002
Previous 3,531 13.34%
Holding current value
$275,417
Previous $246 Million 12.13%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$67.47 - $69.84 $31,778 - $32,894
471 Added 13.34%
4,002 $276 Million
Q3 2025

Oct 27, 2025
BUY
$66.84 - $69.82 $11,964 - $12,497
179 Added 5.34%
3,531 $246 Million
Q2 2025

Jul 25, 2025
BUY
$60.77 - $68.5 $23,517 - $26,509
387 Added 13.05%
3,352 $223 Million
Q1 2025

Apr 29, 2025
BUY
$64.2 - $69.24 $190,353 - $205,296
2,965 New
2,965 $203 Million

Others Institutions Holding CDL

# of Institutions
65
Shares Held
2.73M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

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