Institutional & Family Asset Management, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 14, 2020	SELL	$36.19 - $58.24 $904 - $1,456	-25 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$51.06 - $56.54 $7,965 - $8,820	-156 Reduced 86.19%	25 $1,000
Q3 2019 Nov 14, 2019	SELL	$52.57 - $53.43 $46,629 - $47,392	-887 Reduced 83.05%	181 $10,000
Q2 2019 Aug 14, 2019	SELL	N/A	-5,971 Reduced 84.83%	1,068 $56,000
Q1 2019 May 13, 2019	BUY	N/A	7,039 New	7,039 $353,000

Others Institutions Holding CFA

# of Institutions

Shares Held

3.79M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

737K
Shares

$63.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

442K
Shares

$37.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

283K
Shares

$24.3 Million
0.01% of portfolio
Comerica Bank

278K
Shares

$23.9 Million
0.1% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

251K
Shares

$21.5 Million
0.03% of portfolio

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About VICTORY PORTFOLIOS II SHS US 5

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