J.W. Cole Advisors, Inc. Victory Portfolios Ii Shs Us 5 Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$69.35 - $77.79 $7.84 Million - $8.8 Million	113,069 New	113,069 $2,000

Others Institutions Holding CFA

# of Institutions

69

Shares Held

3.79M

Call Options Held

0

Put Options Held

0

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

About VICTORY PORTFOLIOS II SHS US 5

Ticker CFA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.