Summit Financial, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Summit Financial, LLC
- $6 Billion
- Q3 2025
A detailed history of Summit Financial, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Summit Financial, LLC holds 105,852 shares of CDL stock, worth $7.28 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
105,852
Previous 106,437
0.55%
Holding current value
$7.28 Million
Previous $7.09 Million
3.94%
% of portfolio
0.12%
Previous 0.16%
Shares
3 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