Northeast Planning Associates, Inc. / Nh / Victory Portf Ii Shs Us Lrg Ca Transaction History
Northeast Planning Associates, Inc. / Nh /
- $96.6 Billion
- Q4 2024
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 41,135 shares of CDL stock, worth $2.64 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
41,135Holding current value
$2.64 Million% of portfolio
2.78%Shares
1 transactions
Others Institutions Holding CDL
# of Institutions
62Shares Held
2.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY493KShares$31.7 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL348KShares$22.4 Million26.92% of portfolio
-
Bank Of America Corp Charlotte, NC287KShares$18.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO193KShares$12.4 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL152KShares$9.74 Million0.01% of portfolio