Concurrent Investment Advisors, LLC Victory Portf Ii Shs Us Lrg Ca Call Options Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CDL

# of Institutions

64

Shares Held

2.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

517K
Shares

$33.5 Million
0.0% of portfolio
Atlantic Family Wealth, LLC Coral Gables, FL

359K
Shares

$23.3 Million
22.62% of portfolio
Bank Of America Corp Charlotte, NC

289K
Shares

$18.7 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

191K
Shares

$12.4 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

146K
Shares

$9.47 Million
0.01% of portfolio

About VICTORY PORTF II SHS US LRG CA

Ticker CDL
Sector ETFs
Industry ETFs

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