Concurrent Investment Advisors, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,965 shares of CDL stock, worth $192,784. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,965Holding current value
$192,784% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CDL
# of Institutions
64Shares Held
2.57MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY493KShares$32.1 Million0.0% of portfolio
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Atlantic Family Wealth, LLC Coral Gables, FL348KShares$22.7 Million26.92% of portfolio
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Bank Of America Corp Charlotte, NC287KShares$18.7 Million0.0% of portfolio
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Northwestern Mutual Wealth Management CO193KShares$12.6 Million0.01% of portfolio
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High Tower Advisors, LLC Chicago, IL152KShares$9.85 Million0.01% of portfolio