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

Investment Planning Advisors, Inc.

  • $202 Million
  • Q1 2025

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 14,152 shares of CSB stock, worth $775,954. This represents 0.4% of its overall portfolio holdings.

Number of Shares
14,152
Previous 11,794 19.99%
Holding current value
$775,954
Previous $700,000 16.0%
% of portfolio
0.4%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$55.62 - $62.03 $131,151 - $146,266
2,358 Added 19.99%
14,152 $812,000
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
64
Shares Held
1.41M
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
Track This Portfolio

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. 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 Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email