Atlantic Family Wealth, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Atlantic Family Wealth, LLC
- $109 Billion
- Q1 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 359,068 shares of CDL stock, worth $23.6 Million. This represents 22.62% of its overall portfolio holdings.
Number of Shares
359,068
Previous 348,486
3.04%
Holding current value
$23.6 Million
Previous $22.8 Billion
8.02%
% of portfolio
22.62%
Previous 26.92%
Shares
2 transactions
Others Institutions Holding CDL
# of Institutions
64Shares Held
2.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY517KShares$33.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC289KShares$18.9 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO191KShares$12.5 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL146KShares$9.57 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC136KShares$8.9 Million0.0% of portfolio