Iht Wealth Management, LLC Victory Portfolios Ii Shs Us 5 Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,796 shares of CFA stock, worth $845,198. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,796
Previous 9,796
-0.0%
Holding current value
$845,198
Previous $777,000
8.49%
% of portfolio
0.02%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding CFA
# of Institutions
69Shares Held
3.79MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY737KShares$63.6 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC442KShares$38.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA283KShares$24.4 Million0.01% of portfolio
-
Comerica Bank278KShares$24 Million0.1% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL251KShares$21.6 Million0.03% of portfolio