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Get Institutions for : 
Victory Cemp US Large Cap High Div Volatility Weighted IndexA (CDL)  
$61.72 0.17 (0.28%) as of 4:30 Wed 6/5


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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  : 
2.72 (4.61%)  




 
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
   GOLDMAN SACHS GROUP INC/ 3166 - 2024-03-31 32,185 $2,001,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 269 - 2024-03-31 20,278 $1,185,000 0
   Sloy Dahl & Holst LLC 26 - 2024-03-31 18,178 $1,130,000 0
   Fort Point Capital Partners LLC 130 - 2024-03-31 13,600 $845,000 0
   Baird Financial Group Inc. 1276 - 2024-03-31 11,000 $684,000 0
   Keystone Financial Group 162 - 2024-03-31 8,980 $558,000 0
   EverSource Wealth Advisors LLC 345 - 2024-03-31 5,022 $294,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 396 - 2024-03-31 3,735 $232,000 0
   Goss Wealth Management LLC 2196 - 2024-03-31 1,044 $65,000 0
   NBC SECURITIES INC. 1188 - 2024-03-31 650 $41,000 0
   CITIGROUP INC 4003 - 2024-03-31 433 $27,000 0
   ARMSTRONG ADVISORY GROUP INC 432 - 2024-03-31 444 $26,000 0
   PROEQUITIES INC. 7768 - 2024-03-31 0 $0 0
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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