Iag Wealth Partners, LLC Victory Portf Ii Shs Us Small Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Victory Portf Ii Shs Us Small stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 36,395 shares of CSB stock, worth $2.16 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

36,395

Previous 33,428 8.88%

Holding current value

$2.16 Million

Previous $1.79 Million 19.71%

% of portfolio

0.4%

Previous 0.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$52.46 - $59.54 $155,648 - $176,655	2,967 Added 8.88%	36,395 $2.14 Million
Q2 2024 Jul 16, 2024	BUY	$52.16 - $56.16 $146,830 - $158,090	2,815 Added 9.2%	33,428 $1.79 Million
Q1 2024 Apr 24, 2024	BUY	$52.06 - $56.04 $147,590 - $158,873	2,835 Added 10.21%	30,613 $1.72 Million
Q4 2023 Feb 02, 2024	SELL	$46.46 - $56.82 $210,510 - $257,451	-4,531 Reduced 14.02%	27,778 $1.55 Million
Q3 2023 Oct 24, 2023	SELL	$48.4 - $54.16 $28,265 - $31,629	-584 Reduced 1.78%	32,309 $1.58 Million
Q2 2023 Aug 10, 2023	BUY	$48.09 - $52.25 $360,771 - $391,979	7,502 Added 29.55%	32,893 $1.69 Million
Q1 2023 Apr 25, 2023	BUY	$49.61 - $58.52 $226,271 - $266,909	4,561 Added 21.9%	25,391 $1.32 Million
Q4 2022 Feb 08, 2023	SELL	$47.42 - $55.16 $13,372 - $15,555	-282 Reduced 1.34%	20,830 $1.07 Million
Q3 2022 Oct 26, 2022	BUY	$46.33 - $58.07 $360,030 - $451,261	7,771 Added 58.25%	21,112 $978,000
Q2 2022 Aug 03, 2022	BUY	$50.89 - $59.12 $108,497 - $126,043	2,132 Added 19.02%	13,341 $699,000
Q1 2022 May 04, 2022	BUY	$57.24 - $62.65 $254,660 - $278,729	4,449 Added 65.81%	11,209 $655,000
Q4 2021 Feb 14, 2022	BUY	$57.9 - $62.89 $267,382 - $290,426	4,618 Added 215.59%	6,760 $415,000
Q3 2021 Nov 04, 2021	BUY	$55.94 - $60.53 $119,823 - $129,655	2,142 New	2,142 $124,000

Others Institutions Holding CSB

# of Institutions

Shares Held

1.37M

Call Options Held

Put Options Held

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About VICTORY PORTF II SHS US SMALL

Ticker CSB
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Iag Wealth Partners, LLC Victory Portf Ii Shs Us Small Transaction History