Private Client Services, LLC Victory Portfolios Ii Shs Us 5 Transaction History
Private Client Services, LLC
- $186 Billion
- Q4 2024
A detailed history of Private Client Services, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Private Client Services, LLC holds 3,069 shares of CFA stock, worth $257,980. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,069
Previous 2,877
6.67%
Holding current value
$257,980
Previous $248 Million
5.14%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding CFA
# of Institutions
69Shares Held
3.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY737KShares$61.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC442KShares$37.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA283KShares$23.8 Million0.01% of portfolio
-
Comerica Bank278KShares$23.4 Million0.1% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL251KShares$21.1 Million0.03% of portfolio