Concurrent Investment Advisors, LLC Victory Portfolios Ii Shs Us 5 Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,339 shares of CFA stock, worth $295,167. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,339Holding current value
$295,167% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CFA
# of Institutions
69Shares Held
4.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY695KShares$61.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$34.7 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL303KShares$26.8 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO282KShares$25 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA274KShares$24.3 Million0.01% of portfolio