Envestnet Asset Management Inc Victory Portf Ii Shs Us Lrg Ca Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
A detailed history of Envestnet Asset Management Inc transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Envestnet Asset Management Inc holds 20,088 shares of CDL stock, worth $1.4 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,088
Previous 19,492
3.06%
Holding current value
$1.4 Million
Previous $1.34 Million
0.15%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding CDL
# of Institutions
65Shares Held
2.75MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY567KShares$39.5 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL365KShares$25.4 Million21.12% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$20.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO192KShares$13.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$10.3 Million0.0% of portfolio