Private Client Services, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Private Client Services, LLC

  • $202 Billion
  • Q1 2025

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 2,992 shares of CFA stock, worth $238,073. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,992
Previous 3,069 2.51%
Holding current value
$238,073
Previous $261 Million 3.05%
% of portfolio
0.12%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$81.8 - $88.86 $6,298 - $6,842
-77 Reduced 2.51%
2,992 $253 Million
Q4 2024

Jan 08, 2025
BUY
$84.54 - $91.18 $16,231 - $17,506
192 Added 6.67%
3,069 $261 Million
Q3 2024

Oct 03, 2024
BUY
$78.37 - $86.15 $18,338 - $20,159
234 Added 8.85%
2,877 $248 Million
Q2 2024

Jul 29, 2024
BUY
$76.78 - $81.08 $202,929 - $214,294
2,643 New
2,643 $210 Million

Others Institutions Holding CFA

# of Institutions
73
Shares Held
4.03M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFA Quotes by TradingView
  • Ticker CFA
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More about CFA
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