Tru Wealth Advisors, LLC Victory Portfolios Ii Shs Us 5 Transaction History
Tru Wealth Advisors, LLC
- $1.59 Billion
- Q4 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 $383,182. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,343
Previous 4,343
-0.0%
Holding current value
$383,182
Previous $374,000
1.6%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CFA
# of Institutions
71Shares Held
4.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY695KShares$61.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC402KShares$35.5 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL299KShares$26.4 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$24.9 Million0.01% of portfolio
-
Comerica Bank278KShares$24.6 Million0.1% of portfolio