Cornerstone Planning Group LLC Victory Portfolios Ii Victorys Transaction History

Cornerstone Planning Group LLC

$378 Billion
Q3 2024

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 270,565 shares of USTB stock, worth $13.5 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares

270,565

Previous 251,189 7.71%

Holding current value

$13.5 Million

Previous $12.7 Billion 7.5%

% of portfolio

3.61%

Previous 3.64%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$49.79 - $50.91 $964,731 - $986,432	19,376 Added 7.71%	270,565 $13.6 Billion
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

# of Institutions

Shares Held

11.8M

Call Options Held

Put Options Held

View Full List

About VICTORY PORTFOLIOS II VICTORYS

Ticker USTB
Sector ETFs
Industry ETFs

More about USTB

Track This Portfolio

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.

Account

Cornerstone Planning Group LLC Victory Portfolios Ii Victorys Transaction History