A detailed history of Cornerstone Planning Group LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 251,189 shares of USTB stock, worth $12.7 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
251,189
Previous 234,946 6.91%
Holding current value
$12.7 Million
Previous $11.7 Billion 8.76%
% of portfolio
3.64%
Previous 3.63%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$49.39 - $49.98 $802,241 - $811,825
16,243 Added 6.91%
251,189 $12.7 Billion
Q1 2024

May 07, 2024

BUY
$49.44 - $49.9 $356,116 - $359,429
7,203 Added 3.16%
234,946 $11.7 Billion
Q4 2023

Feb 12, 2024

BUY
$48.37 - $49.72 $11 Million - $11.3 Million
227,743 New
227,743 $11.3 Billion
Q4 2022

Feb 14, 2023

BUY
$48.09 - $48.99 $2 Million - $2.03 Million
41,527 New
41,527 $2.04 Billion

Others Institutions Holding USTB

About VICTORY PORTFOLIOS II VICTORYS


  • Ticker USTB
  • Sector ETFs
  • Industry ETFs
More about USTB
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.