Raymond James Trust N.A. Victory Portf Ii Shs Us Lrg Ca Transaction History

Raymond James Trust N.A.

$4.55 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$54.52 - $62.29 $233,836 - $267,161	4,289 New	4,289 $247,000

Others Institutions Holding CDL

# of Institutions

64

Shares Held

2.67M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

517K
Shares

$33.9 Million
0.0% of portfolio
Atlantic Family Wealth, LLC Coral Gables, FL

359K
Shares

$23.6 Million
22.62% of portfolio
Bank Of America Corp Charlotte, NC

289K
Shares

$18.9 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

191K
Shares

$12.5 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

146K
Shares

$9.57 Million
0.01% of portfolio

About VICTORY PORTF II SHS US LRG CA

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