Planning Directions Inc Victory Portfolios Ii Shs Us 5 Call Options Transaction History
Planning Directions Inc
- $140 Million
- Q1 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding CFA
# of Institutions
64Shares Held
4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY810KShares$64.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC483KShares$38.2 Million0.0% of portfolio
-
Ubs Group Ag316KShares$25 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA283KShares$22.4 Million0.01% of portfolio
-
Comerica Bank277KShares$21.9 Million0.1% of portfolio