Claro Advisors LLC Victory Portfolios Ii Shs Us 5 Transaction History

Claro Advisors LLC

$569 Million
Q2 2025

A detailed history of Claro Advisors LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Claro Advisors LLC holds 4,652 shares of CFA stock, worth $410,632. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,652

Holding current value

$410,632

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 05, 2025	BUY	$75.06 - $87.96 $349,179 - $409,189	4,652 New	4,652 $409,000

Others Institutions Holding CFA

# of Institutions

Shares Held

4.09M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

695K
Shares

$61.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

393K
Shares

$34.7 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

303K
Shares

$26.7 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

282K
Shares

$24.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

274K
Shares

$24.2 Million
0.01% of portfolio

View Full List

About VICTORY PORTFOLIOS II SHS US 5

Ticker CFA
Sector ETFs
Industry ETFs

More about CFA

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