Back to IW Integrated Wealth Concepts LLC

CDLCDL
24 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VICTORY PORTFOLIOS II

Integrated Wealth Concepts LLC holds 97,936 shares of CDL (VICTORY PORTFOLIOS II), worth $7.6M as of 2026-Q2. The position was increased (+133.3% shares). CDL represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.6M

Current Shares

97,936

Total Value Change

+$7.4M

Total Shares Change

+93,845

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
97,936
+133.3%
$7.6M0.0%$77.23
44
2026-Q1
Increased
41,978
+21.0%
$3.1M0.0%$73.58
32
2025-Q4
Increased
34,695
+46.8%
$2.4M0.0%$67.58
36
2025-Q3
Increased
23,639
+84.3%
$1.6M0.0%$67.54
40
2025-Q2
Increased
12,825
+26.9%
$854,0910.0%$64.09
31
2025-Q1
Increased
10,107
+0.2%
$692,2240.0%$65.34
25
2024-Q4
Increased
10,089
+3.6%
$659,1100.0%$61.98
25
2024-Q3
Decreased
9,740
-0.6%
$660,6930.0%$63.68
0
2024-Q2
Decreased
9,801
-0.4%
$598,3890.0%$56.84
0
2024-Q1
Decreased
9,839
-1.9%
$611,4650.0%$57.42
0
2023-Q4
Decreased
10,026
-9.8%
$586,0970.0%$53.63
0
2023-Q3
Decreased
11,109
-22.4%
$602,8690.0%$49.03
0
2023-Q2
Increased
14,323
+2.8%
$810,3170.0%$50.69
25
2023-Q1
Increased
13,930
+126.0%
$801,0000.0%$51.12
40
2022-Q4
Increased
6,165
+24.6%
$363,0000.0%$52.05
29
2022-Q3
Increased
4,946
+7.1%
$262,0000.0%$46.28
25
2022-Q2
Increased
4,620
+0.6%
$269,0000.0%$50.32
23
2022-Q1
Unchanged
4,592
0.0%
$290,0000.0%$54.27
0
2021-Q4
Unchanged
4,592
0.0%
$281,0000.0%$52.29
0
2021-Q3
Decreased
4,592
-4.8%
$261,0000.0%$48.15
0
2021-Q2
Increased
4,822
+26.2%
$273,0000.0%$47.59
29
2021-Q1
New
3,822
-
$209,0000.0%$45.73
32
2020-Q1
Exited
0
-100.0%
$00.0%$28.38
0
2019-Q4
New
4,091
-
$207,0000.0%$40.55
32

Other major holders of CDL: LPL Financial LLC, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used