D. Scott Neal, Inc. Victory Portf Ii Shs Us Lrg Ca Transaction History

D. Scott Neal, Inc.

$152 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 15, 2018	SELL	N/A	-363 Closed	0 $0
Q1 2018 Apr 19, 2018	BUY	N/A	363 New	363 $16,000

Others Institutions Holding CDL

# of Institutions

54

Shares Held

2.35M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

423K
Shares

$25.8 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

396K
Shares

$24.1 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

301K
Shares

$18.4 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

164K
Shares

$10 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

102K
Shares

$6.22 Million
0.0% of portfolio

About VICTORY PORTF II SHS US LRG CA

Ticker CDL
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