Ever Source Wealth Advisors, LLC Victory Portfolios Ii Shs Inco Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Victory Portfolios Ii Shs Inco stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 761 shares of CDC stock, worth $49,305. This represents 0.0% of its overall portfolio holdings.
Number of Shares
761
Previous 6,846
88.88%
Holding current value
$49,305
Previous $407,000
89.19%
% of portfolio
0.0%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding CDC
# of Institutions
108Shares Held
10.4MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO2.35MShares$152 Million0.14% of portfolio
-
Morgan Stanley New York, NY1.23MShares$80 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL840KShares$54.4 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC726KShares$47 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC642KShares$41.6 Million0.0% of portfolio