Summit Financial, LLC Victory Portfolios Ii Shs Us 5 Transaction History
Summit Financial, LLC
- $3.54 Billion
- Q1 2025
A detailed history of Summit Financial, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Summit Financial, LLC holds 83,172 shares of CFA stock, worth $7.04 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
83,172Holding current value
$7.04 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding CFA
# of Institutions
69Shares Held
4.11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY695KShares$58.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC393KShares$33.2 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL303KShares$25.6 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO282KShares$23.9 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA274KShares$23.2 Million0.01% of portfolio