Ever Source Wealth Advisors, LLC Victory Portfolios Ii Shs Inco Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 384 shares of CDC stock, worth $25,612. This represents 0.0% of its overall portfolio holdings.
Number of Shares
384
Previous 2,296
83.28%
Holding current value
$25,612
Previous $150,000
84.0%
% of portfolio
0.0%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding CDC
# of Institutions
113Shares Held
8.83MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.26MShares$84 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL768KShares$51.2 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL759KShares$50.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC600KShares$40 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC578KShares$38.5 Million0.0% of portfolio