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

Iag Wealth Partners, LLC

  • $462 Million
  • Q1 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 30,613 shares of CSB stock, worth $1.62 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
30,613
Previous 27,778 10.21%
Holding current value
$1.62 Million
Previous $1.55 Million 10.36%
% of portfolio
0.37%
Previous 0.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$50.81 - $55.16 $14,328 - $15,555
-282 Reduced 1.34%
20,830 $1.07 Million
Q3 2022

Oct 26, 2022
BUY
N/A
7,771 Added 58.25%
21,112 $978,000
Q2 2022

Aug 03, 2022
BUY
N/A
2,132 Added 19.02%
13,341 $699,000
Q1 2022

May 04, 2022
BUY
N/A
4,449 Added 65.81%
11,209 $655,000
Q4 2021

Feb 14, 2022
BUY
N/A
4,618 Added 215.59%
6,760 $415,000
Q3 2021

Nov 04, 2021
BUY
N/A
2,142 New
2,142 $124,000

Others Institutions Holding CSB

# of Institutions
58
Shares Held
1.4M
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 Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC 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 Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email