Summit Financial, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Summit Financial, LLC holds 78,824 shares of CFA stock, worth $7.06 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
78,824
Previous 86,218 8.58%
Holding current value
$7.06 Million
Previous $7.58 Million 5.43%
% of portfolio
0.12%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$87.51 - $91.22 $647,048 - $674,480
-7,394 Reduced 8.58%
78,824 $7.17 Million
Q2 2025

Aug 13, 2025
BUY
$75.06 - $87.96 $228,632 - $267,926
3,046 Added 3.66%
86,218 $7.58 Million
Q1 2025

May 14, 2025
BUY
$81.8 - $88.86 $6.8 Million - $7.39 Million
83,172 New
83,172 $7.02 Million

Others Institutions Holding CFA

# of Institutions
75
Shares Held
3.87M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFA Quotes by TradingView
  • Ticker CFA
  • Sector ETFs
  • Industry ETFs
More about CFA
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