Private Client Services, LLC Victory Portfolios Ii Shs Us 5 Transaction History
Private Client Services, LLC
- $186 Billion
- Q3 2024
A detailed history of Private Client Services, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Private Client Services, LLC holds 2,877 shares of CFA stock, worth $252,686. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,877
Previous 2,643
8.85%
Holding current value
$252,686
Previous $210 Million
18.18%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding CFA
# of Institutions
68Shares Held
3.77MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY737KShares$64.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC442KShares$38.8 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA283KShares$24.9 Million0.01% of portfolio
-
Comerica Bank278KShares$24.4 Million0.1% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL251KShares$22 Million0.03% of portfolio