Iht Wealth Management, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

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 8,719 shares of CFA stock, worth $773,462. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,719
Previous 8,793 0.84%
Holding current value
$773,462
Previous $742,000 3.23%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$75.06 - $87.96 $5,554 - $6,509
-74 Reduced 0.84%
8,719 $766,000
Q1 2025

May 15, 2025
SELL
$81.8 - $88.86 $82,045 - $89,126
-1,003 Reduced 10.24%
8,793 $742,000
Q2 2024

Aug 14, 2024
SELL
$76.78 - $81.08 $62,959 - $66,485
-820 Reduced 7.72%
9,796 $777,000
Q1 2024

May 15, 2024
BUY
$73.43 - $81.36 $54,411 - $60,287
741 Added 7.5%
10,616 $863,000
Q4 2023

Feb 14, 2024
BUY
$64.78 - $75.03 $98,789 - $114,420
1,525 Added 18.26%
9,875 $736,000
Q3 2023

Nov 14, 2023
BUY
$68.0 - $73.25 $1,020 - $1,098
15 Added 0.18%
8,350 $568,000
Q2 2023

Aug 14, 2023
SELL
$66.49 - $71.08 $248,473 - $265,625
-3,737 Reduced 30.96%
8,335 $592,000
Q1 2023

May 15, 2023
BUY
$65.29 - $72.14 $177,262 - $195,860
2,715 Added 29.02%
12,072 $829,000
Q4 2022

Feb 14, 2023
SELL
$61.44 - $71.21 $217,743 - $252,368
-3,544 Reduced 27.47%
9,357 $633,000
Q3 2022

Nov 22, 2022
BUY
$60.97 - $72.16 $227,418 - $269,156
3,730 Added 40.67%
12,901 $787,000
Q2 2022

Aug 15, 2022
BUY
$62.06 - $74.6 $4,778 - $5,744
77 Added 0.85%
9,171 $589,000
Q2 2021

Aug 16, 2021
BUY
$67.71 - $71.79 $14,151 - $15,004
209 Added 2.35%
9,094 $648,000
Q1 2021

May 18, 2021
BUY
$61.37 - $67.29 $296,355 - $324,943
4,829 Added 119.06%
8,885 $596,000
Q4 2020

Feb 17, 2021
BUY
$53.94 - $62.29 $218,780 - $252,648
4,056 New
4,056 $253,000

Others Institutions Holding CFA

# of Institutions
72
Shares Held
4.01M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFA Quotes by TradingView
  • Ticker CFA
  • Sector ETFs
  • Industry ETFs
More about CFA
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