Clearstead Advisors, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Clearstead Advisors, LLC holds 55,893 shares of CFO stock, worth $3.94 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
55,893
Previous 46,443 20.35%
Holding current value
$3.94 Million
Previous $3.24 Million 18.88%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$68.71 - $73.91 $649,309 - $698,449
9,450 Added 20.35%
55,893 $3.85 Million
Q3 2024

Nov 13, 2024
BUY
$63.5 - $69.79 $38,544 - $42,362
607 Added 1.32%
46,443 $3.24 Million
Q2 2024

Aug 09, 2024
BUY
$62.28 - $65.65 $2.85 Million - $3.01 Million
45,836 New
45,836 $2.95 Million

Others Institutions Holding CFO

# of Institutions
73
Shares Held
3.97M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFO Quotes by TradingView
  • Ticker CFO
  • Sector ETFs
  • Industry ETFs
More about CFO
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email