Lumature Wealth Partners, LLC Victory Portfolios Ii Shs Inco Transaction History
Lumature Wealth Partners, LLC
- $168 Million
- Q2 2023
A detailed history of Lumature Wealth Partners, LLC transactions in Victory Portfolios Ii Shs Inco stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 49,424 shares of CDC stock, worth $3.25 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
49,424
Previous 111,895
55.83%
Holding current value
$3.25 Million
Previous $6.78 Million
58.04%
% of portfolio
1.7%
Previous 3.82%
Shares
5 transactions
Others Institutions Holding CDC
# of Institutions
109Shares Held
8.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.26MShares$83 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO838KShares$55.1 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL768KShares$50.5 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC693KShares$45.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC651KShares$42.8 Million0.0% of portfolio