Sage View Advisory Group, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 6,842 shares of CDL stock, worth $476,134. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,842
Previous 5,532
23.68%
Holding current value
$476,134
Previous $379 Million
22.69%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding CDL
# of Institutions
65Shares Held
2.75MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY567KShares$39.5 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL365KShares$25.4 Million21.12% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$20.1 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO192KShares$13.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$10.3 Million0.0% of portfolio