Summit Financial, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Summit Financial, LLC
- $3.54 Billion
- Q1 2025
A detailed history of Summit Financial, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Summit Financial, LLC holds 109,339 shares of CDL stock, worth $7.49 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
109,339Holding current value
$7.49 Million% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding CDL
# of Institutions
62Shares Held
2.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY517KShares$35.4 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL359KShares$24.6 Million22.62% of portfolio
-
Bank Of America Corp Charlotte, NC289KShares$19.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO191KShares$13.1 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL146KShares$9.99 Million0.01% of portfolio