New Edge Advisors, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 2025
A detailed history of New Edge Advisors, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, New Edge Advisors, LLC holds 514 shares of CDL stock, worth $34,987. This represents 0.0% of its overall portfolio holdings.
Number of Shares
514
Previous 514
-0.0%
Holding current value
$34,987
Previous $35,000
2.86%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CDL
# of Institutions
65Shares Held
2.75MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY567KShares$38.6 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL365KShares$24.8 Million21.12% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$19.6 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO192KShares$13.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$10 Million0.0% of portfolio