Tru Wealth Advisors, LLC Victory Portfolios Ii Shs Us 5 Transaction History
Tru Wealth Advisors, LLC
- $1.8 Billion
- Q3 2025
A detailed history of Tru Wealth Advisors, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 4,343 shares of CFA stock, worth $395,473. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,343
Previous 4,343
-0.0%
Holding current value
$395,473
Previous $382,000
3.4%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CFA
# of Institutions
71Shares Held
4.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY662KShares$60.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC380KShares$34.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL300KShares$27.3 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO288KShares$26.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA270KShares$24.6 Million0.01% of portfolio