Mpwm Advisory Solutions, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Mpwm Advisory Solutions, LLC
- $138 Billion
- Q1 2025
A detailed history of Mpwm Advisory Solutions, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 47,968 shares of CDL stock, worth $3.23 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
47,968
Previous 46,915
2.24%
Holding current value
$3.23 Million
Previous $3.06 Billion
7.19%
% of portfolio
2.38%
Previous 2.24%
Shares
2 transactions
Others Institutions Holding CDL
# of Institutions
64Shares Held
2.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY517KShares$34.9 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL359KShares$24.2 Million22.62% of portfolio
-
Bank Of America Corp Charlotte, NC289KShares$19.5 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO191KShares$12.9 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL146KShares$9.84 Million0.01% of portfolio