Atlantic Family Wealth, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Atlantic Family Wealth, LLC
- $115 Billion
- Q2 2025
A detailed history of Atlantic Family Wealth, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Atlantic Family Wealth, LLC holds 364,574 shares of CDL stock, worth $24.7 Million. This represents 21.12% of its overall portfolio holdings.
Number of Shares
364,574
Previous 359,068
1.53%
Holding current value
$24.7 Million
Previous $24.6 Billion
1.28%
% of portfolio
21.12%
Previous 22.62%
Shares
3 transactions
Others Institutions Holding CDL
# of Institutions
64Shares Held
2.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY517KShares$35.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC289KShares$19.6 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO192KShares$13 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$10 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL140KShares$9.48 Million0.01% of portfolio