Tru Wealth Advisors, LLC Victory Portfolios Ii Shs Us 5 Transaction History
Tru Wealth Advisors, LLC
- $1.61 Billion
- Q3 2024
A detailed history of Tru Wealth Advisors, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 4,343 shares of CFA stock, worth $373,932. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,343
Previous 4,343
-0.0%
Holding current value
$373,932
Previous $344,000
8.72%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CFA
# of Institutions
64Shares Held
3.93MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY817KShares$70.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC465KShares$40.1 Million0.0% of portfolio
-
Ubs Group Ag309KShares$26.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA283KShares$24.4 Million0.01% of portfolio
-
Comerica Bank278KShares$24 Million0.09% of portfolio