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Get Institutions for : 
Victory Cemp US Large Cap High Div Volatility Weighted IndexA (CDL)  
$60.81 0.37 (0.61%) as of 4:30 Wed 6/12


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    5
Total shares held : 
 2,498,838  
% of shares held : 
 62.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -54,702  
% of shares held change : 
   -1.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.20  
Last Quarter's Ending Price : 
 $62.16  
Last Quarter's Average Price : 
 $59.00  
Change from last quarter's     
avg. price to the last closing  : 
1.81 (3.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 8,247
 0.33%
 
Increased Positions :
12
 105,310
 4.21%
 
Unchanged Positions :
12
 92,759
 3.71%
 
Decreased Positions :
28
-106,579
-4.27%
 
Closed Positions :
8
-61,680
-2.47%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 277 - 2024-03-31 395,982 $24,615,000 19,310
   BANK OF AMERICA CORP /DE/ 1986 - 2024-03-31 301,059 $18,714,000 16,279
   LINCOLN NATIONAL CORP 229 - 2024-03-31 52,237 $3,247,000 10,460
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1578 - 2024-03-31 37,708 $2,344,000 22,433
   UBS Group AG 2877 - 2024-03-31 35,653 $2,216,000 3,828
   CITADEL ADVISORS LLC 2390 - 2024-03-31 32,548 $2,023,000 32,548
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1943 - 2024-03-31 19,109 $1,188,000 1,884
   GREAT VALLEY ADVISOR GROUP INC. 349 - 2024-03-31 18,753 $1,166,000 11,731
   YARGER WEALTH STRATEGIES LLC 49 - 2024-03-31 7,816 $486,000 54
   Eagle Bay Advisors LLC 93 - 2024-03-31 4,623 $287,000 451
   PRIVATE CLIENT SERVICES LLC 114 - 2024-03-31 3,879 $241,000 357
   NICOLET ADVISORY SERVICES LLC 337 - 2024-03-31 3,294 $203,000 3,294
   Steward Partners Investment Advisory LLC 1996 - 2024-03-31 995 $62,000 40
   BAYSTATE WEALTH MANAGEMENT LLC 606 - 2023-12-31 274 $16,000 4
   TOWER RESEARCH CAPITAL LLC 4076 - 2024-03-31 136 $8,000 136
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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