Lee Financial CO Victory Portfolios Ii Shs Inco Transaction History

Lee Financial CO

$706 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$57.54 - $65.62 $11,508 - $13,124	-200 Reduced 99.5%	1 $0
Q2 2022 Aug 10, 2022	BUY	$63.39 - $73.87 $12,741 - $14,847	201 New	201 $13,000

Others Institutions Holding CDC

# of Institutions

108

Shares Held

9.15M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.26M
Shares

$80.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

866K
Shares

$55.4 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

838K
Shares

$53.6 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

768K
Shares

$49.1 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$44.3 Million
0.02% of portfolio

About VICTORY PORTFOLIOS II SHS INCO

Ticker CDC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial CO with notifications on news.