Integrated Wealth Concepts LLC Victory Portfolios Ii Shs Us 5 Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 18,260 shares of CFA stock, worth $1.51 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,260
Previous 16,482
10.79%
Holding current value
$1.51 Million
Previous $1.42 Million
9.23%
% of portfolio
0.02%
Previous 0.02%
Shares
26 transactions
Others Institutions Holding CFA
# of Institutions
71Shares Held
4.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY695KShares$57.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$33.3 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$24.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$23.4 Million0.01% of portfolio
-
Comerica Bank278KShares$23 Million0.1% of portfolio