Integrated Wealth Concepts LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Integrated Wealth Concepts LLC
- $9.24 Billion
- Q2 2025
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 12,825 shares of CDL stock, worth $892,491. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,825
Previous 10,107
26.89%
Holding current value
$892,491
Previous $692,000
23.41%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding CDL
# of Institutions
65Shares Held
2.75MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY567KShares$39.5 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL365KShares$25.4 Million21.12% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$20.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO192KShares$13.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$10.3 Million0.0% of portfolio