Proficio Capital Partners LLC Victory Portfolios Ii Shs Us 5 Transaction History

Proficio Capital Partners LLC

$969 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 09, 2018	SELL	N/A	-245 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	245	245 $11,000

Others Institutions Holding CFA

# of Institutions

69

Shares Held

3.79M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

737K
Shares

$63.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

442K
Shares

$37.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

283K
Shares

$24.3 Million
0.01% of portfolio
Comerica Bank

278K
Shares

$23.9 Million
0.1% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

251K
Shares

$21.5 Million
0.03% of portfolio

About VICTORY PORTFOLIOS II SHS US 5

Ticker CFA
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Proficio Capital Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proficio Capital Partners LLC with notifications on news.