A detailed history of Pathstone Holdings, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Pathstone Holdings, LLC holds 7,888 shares of CFA stock, worth $681,680. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,888
Previous 7,861 0.34%
Holding current value
$681,680
Previous $623,000 8.99%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$78.37 - $86.15 $2,115 - $2,326
27 Added 0.34%
7,888 $679,000
Q2 2024

Aug 14, 2024

BUY
$76.78 - $81.08 $1,919 - $2,027
25 Added 0.32%
7,861 $623,000
Q1 2024

May 13, 2024

BUY
$73.43 - $81.36 $1,615 - $1,789
22 Added 0.28%
7,836 $637,000
Q4 2023

Feb 14, 2024

BUY
$64.78 - $75.03 $506,190 - $586,284
7,814 New
7,814 $583,000

Others Institutions Holding CFA

About VICTORY PORTFOLIOS II SHS US 5


  • Ticker CFA
  • Sector ETFs
  • Industry ETFs
More about CFA
Track This Portfolio

Track Pathstone Holdings, LLC Portfolio

Follow Pathstone Holdings, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pathstone Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathstone Holdings, LLC with notifications on news.