Northeast Planning Associates, Inc. / Nh / Victory Portf Ii Shs Us Lrg Ca Transaction History
Northeast Planning Associates, Inc. / Nh /
- $109 Billion
- Q2 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 5,782 shares of CDL stock, worth $392,250. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,782
Previous 5,832
0.86%
Holding current value
$392,250
Previous $399 Million
3.6%
% of portfolio
0.35%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding CDL
# of Institutions
64Shares Held
2.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY517KShares$35.1 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL365KShares$24.7 Million21.12% of portfolio
-
Bank Of America Corp Charlotte, NC289KShares$19.6 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO192KShares$13 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$10 Million0.0% of portfolio