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

Institutional & Family Asset Management, LLC

$825 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 14, 2019	SELL	N/A	-20 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	N/A	-1,115 Reduced 98.24%	20 $1,000
Q1 2019 May 13, 2019	BUY	N/A	1,135 New	1,135 $53,000
Q4 2018 Feb 14, 2019	SELL	N/A	-221 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	221 New	221 $11,000

Others Institutions Holding CFO

# of Institutions

Shares Held

3.92M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

403K
Shares

$25.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

371K
Shares

$23.8 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

360K
Shares

$23.1 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

353K
Shares

$22.6 Million
0.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

335K
Shares

$21.5 Million
0.05% of portfolio

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About VICTORY PORTFOLIOS II SHS US 5

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