One Ascent Family Office, LLC Victory Portfolios Ii Shs Us 5 Transaction History

One Ascent Family Office, LLC

  • $107 Million
  • Q1 2025

A detailed history of One Ascent Family Office, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, One Ascent Family Office, LLC holds 4,368 shares of CFA stock, worth $359,442. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,368
Previous 5,610 22.14%
Holding current value
$359,442
Previous $476,000 22.48%
% of portfolio
0.34%
Previous 0.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$81.8 - $88.86 $101,595 - $110,364
-1,242 Reduced 22.14%
4,368 $369,000
Q4 2024

Feb 12, 2025
BUY
$84.54 - $91.18 $474,269 - $511,519
5,610 New
5,610 $476,000

Others Institutions Holding CFA

# of Institutions
69
Shares Held
4.11M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFA Quotes by TradingView
  • Ticker CFA
  • Sector ETFs
  • Industry ETFs
More about CFA
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