A detailed history of Avantax Advisory Services, Inc. transactions in Victory Portfolios Ii Shs Inco stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 222,102 shares of CDC stock, worth $13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
222,102
Previous 302,148 26.49%
Holding current value
$13 Million
Previous $17.1 Million 22.65%
% of portfolio
0.12%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$54.89 - $59.53 $4.39 Million - $4.77 Million
-80,046 Reduced 26.49%
222,102 $13.2 Million
Q4 2023

Feb 07, 2024

SELL
$55.11 - $56.96 $4.43 Million - $4.58 Million
-80,434 Reduced 21.02%
302,148 $17.1 Million
Q3 2023

Nov 07, 2023

SELL
$55.47 - $58.3 $1.11 Million - $1.17 Million
-19,987 Reduced 4.96%
382,582 $21.4 Million
Q2 2023

Aug 11, 2023

SELL
$56.96 - $60.89 $162,563 - $173,780
-2,854 Reduced 0.7%
402,569 $23.2 Million
Q1 2023

Apr 28, 2023

SELL
$57.54 - $65.62 $3.56 Million - $4.06 Million
-61,882 Reduced 13.24%
405,423 $24.6 Million
Q4 2022

Feb 13, 2023

BUY
$61.03 - $64.8 $2.3 Million - $2.44 Million
37,717 Added 8.78%
467,305 $29 Million
Q3 2022

Nov 01, 2022

BUY
N/A
62,493 Added 17.02%
429,588 $25.5 Million
Q2 2022

Aug 02, 2022

BUY
N/A
54,817 Added 17.55%
367,095 $24.3 Million
Q1 2022

Apr 27, 2022

BUY
N/A
281,903 Added 928.08%
312,278 $22.4 Million
Q4 2021

Jan 24, 2022

BUY
N/A
25,315 Added 500.3%
30,375 $2.11 Million
Q4 2018

Feb 13, 2019

BUY
N/A
5,060 New
5,060 $214,000

Others Institutions Holding CDC

About VICTORY PORTFOLIOS II SHS INCO


  • Ticker CDC
  • Sector ETFs
  • Industry ETFs
More about CDC
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.