Yarger Wealth Strategies, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Yarger Wealth Strategies, LLC
- $165 Million
- Q2 2025
A detailed history of Yarger Wealth Strategies, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 8,144 shares of CDL stock, worth $560,632. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,144
Previous 8,072
0.89%
Holding current value
$560,632
Previous $545,000
0.55%
% of portfolio
0.33%
Previous 0.37%
Shares
15 transactions
Others Institutions Holding CDL
# of Institutions
65Shares Held
2.75MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY567KShares$39 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL365KShares$25.1 Million21.12% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$19.8 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO192KShares$13.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC147KShares$10.1 Million0.0% of portfolio