Northeast Planning Associates, Inc. / Nh / Victory Portf Ii Shs Us Lrg Ca Transaction History
Northeast Planning Associates, Inc. / Nh /
- $120 Billion
- Q1 2025
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 5,832 shares of CDL stock, worth $379,196. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,832
Previous 41,135
85.82%
Holding current value
$379,196
Previous $2.69 Billion
85.14%
% of portfolio
0.33%
Previous 2.78%
Shares
2 transactions
Others Institutions Holding CDL
# of Institutions
64Shares Held
2.62MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY517KShares$33.6 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL359KShares$23.3 Million22.62% of portfolio
-
Bank Of America Corp Charlotte, NC289KShares$18.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO191KShares$12.4 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL146KShares$9.49 Million0.01% of portfolio