Integrated Wealth Concepts LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,839 shares of CDL stock, worth $600,670. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,839
Previous 10,026
1.87%
Holding current value
$600,670
Previous $586,000
4.27%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding CDL
# of Institutions
54Shares Held
2.35MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY423KShares$25.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO396KShares$24.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC301KShares$18.4 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL164KShares$10 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN102KShares$6.23 Million0.0% of portfolio