Beta Wealth Group, Inc. Victory Portfolios Ii Shs Inco Transaction History
Beta Wealth Group, Inc.
- $199 Million
- Q1 2025
A detailed history of Beta Wealth Group, Inc. transactions in Victory Portfolios Ii Shs Inco stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 63,055 shares of CDC stock, worth $3.93 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
63,055Holding current value
$3.93 Million% of portfolio
2.09%Shares
1 transactions
Others Institutions Holding CDC
# of Institutions
115Shares Held
9.04MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.29MShares$80.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL835KShares$52 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL768KShares$47.9 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC617KShares$38.5 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC572KShares$35.7 Million0.0% of portfolio