Sage View Advisory Group, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 7,044 shares of CDL stock, worth $484,768. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,044
Previous 6,842
2.95%
Holding current value
$484,768
Previous $465 Million
5.45%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding CDL
# of Institutions
66Shares Held
2.73MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY571KShares$39.3 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL373KShares$25.7 Million20.07% of portfolio
-
Bank Of America Corp Charlotte, NC294KShares$20.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO198KShares$13.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC155KShares$10.6 Million0.0% of portfolio