Cornerstone Planning Group LLC Victory Portfolios Ii Victorys Transaction History

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

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 236,098 shares of USTB stock, worth $11.9 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

236,098

Previous 239,753 1.52%

Holding current value

$11.9 Million

Previous $12.1 Billion 1.58%

% of portfolio

2.85%

Previous 2.97%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$50.08 - $50.71 $183,042 - $185,345	-3,655 Reduced 1.52%	236,098 $11.9 Billion
Q4 2024 Jan 29, 2025	SELL	$50.06 - $50.85 $1.54 Million - $1.57 Million	-30,812 Reduced 11.39%	239,753 $12.1 Billion
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

119

Shares Held

16.5M

Call Options Held

Put Options Held

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About VICTORY PORTFOLIOS II VICTORYS

Ticker USTB
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Cornerstone Planning Group LLC Victory Portfolios Ii Victorys Transaction History