Investment Planning Advisors, Inc. Victory Portf Ii Shs Us Small Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 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 11,794 shares of CSB stock, worth $723,090. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,794
Previous 17,287 31.78%
Holding current value
$723,090
Previous $1.02 Million 31.03%
% of portfolio
0.35%
Previous 0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$57.75 - $64.78 $317,220 - $355,836
-5,493 Reduced 31.78%
11,794 $700,000
Q2 2024

Jul 22, 2024
BUY
$52.16 - $56.16 $901,689 - $970,837
17,287 New
17,287 $924 Million

Others Institutions Holding CSB

# of Institutions
60
Shares Held
1.3M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US SMALL

CSB Quotes by TradingView
  • Ticker CSB
  • Sector ETFs
  • Industry ETFs
More about CSB
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