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International Assets Investment Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

International Assets Investment Management’s Portfolio CDL Stock Details CDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$12.2K – 1873
2024
Q2 		$12.2K Buy
+200
New +$12.2K ﹤0.01% 1608

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

International Assets Investment Management's CDL Position: Q3 2024 in Review

International Assets Investment Management sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q3 2024, closing a stake of 200 shares — an estimated $12.2K sold.

International Assets Investment Management first reported a position in CDL in Q2 2024 and held it in 1 quarter. The position peaked at $12.2K in Q2 2024. 57 funds tracked by Wall St. Rank hold CDL as of Q3 2024.

  • International Assets Investment Management reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 200 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q3 2024, an estimated $12.2K.
  • International Assets Investment Management first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $12.2K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.