Winch Advisory Services, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$57.28 - $62.16 $5,155 - $5,594	-90 Reduced 49.72%	91 $5,000
Q4 2023 Jan 18, 2024	BUY	$51.79 - $59.14 $9,373 - $10,704	181 New	181 $10,000

Others Institutions Holding CDL

# of Institutions

56

Shares Held

2.18M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

482K
Shares

$32.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

298K
Shares

$20.4 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

192K
Shares

$13.1 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

166K
Shares

$11.3 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

133K
Shares

$9.07 Million
0.0% of portfolio

About VICTORY PORTF II SHS US LRG CA

Ticker CDL
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