Independent Advisor Alliance Victory Portfolios Ii Shs Inco Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$40.1 - $49.38 $613,810 - $755,859	-15,307 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$44.49 - $49.07 $681,008 - $751,114	15,307 New	15,307 $750,000

Others Institutions Holding CDC

# of Institutions

108

Shares Held

8.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.26M
Shares

$81.2 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

838K
Shares

$53.8 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

768K
Shares

$49.3 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$44.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

651K
Shares

$41.8 Million
0.0% of portfolio

About VICTORY PORTFOLIOS II SHS INCO

Ticker CDC
Sector ETFs
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