Institutional & Family Asset Management, LLC Victory Portfolios Ii Shs Inco Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 14, 2020	SELL	$44.49 - $49.07 $4,493 - $4,956	-101 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$45.91 - $46.65 $123,130 - $125,115	-2,682 Reduced 96.37%	101 $5,000
Q2 2019 Aug 14, 2019	SELL	N/A	-5,764 Reduced 67.44%	2,783 $127,000
Q1 2019 May 13, 2019	SELL	N/A	-6,226 Reduced 42.14%	8,547 $381,000
Q4 2018 Feb 14, 2019	BUY	N/A	6,834 Added 86.08%	14,773 $625,000
Q3 2018 Nov 13, 2018	BUY	N/A	7,939 New	7,939 $376,000

Others Institutions Holding CDC

# of Institutions

107

Shares Held

10.4M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

2.35M
Shares

$151 Million
0.14% of portfolio
Morgan Stanley New York, NY

1.23M
Shares

$79.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

768K
Shares

$49.4 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

726K
Shares

$46.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

642K
Shares

$41.3 Million
0.0% of portfolio

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