Sound Financial Strategies Group, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Sound Financial Strategies Group, LLC
- $114 Million
- Q3 2024
Shares
7 transactions
Others Institutions Holding CDL
# of Institutions
58Shares Held
2.19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY482KShares$32.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC298KShares$20 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO192KShares$12.9 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL166KShares$11.2 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN133KShares$8.92 Million0.0% of portfolio