Investment Planning Advisors, Inc. Victory Portf Ii Shs Us Small Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Victory Portf Ii Shs Us Small stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 17,287 shares of CSB stock, worth $1.03 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
17,287
Previous 17,287
-0.0%
Holding current value
$1.03 Million
Previous $924 Million
99.89%
% of portfolio
0.55%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding CSB
# of Institutions
61Shares Held
1.37MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC190KShares$11.3 Million0.0% of portfolio
-
Cwm, LLC157KShares$9.4 Million0.04% of portfolio
-
Ubs Group Ag122KShares$7.27 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC108KShares$6.48 Million0.0% of portfolio
-
Envestnet Asset Management Inc79.1KShares$4.73 Million0.0% of portfolio