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 17,287 shares of CSB stock, worth $1.01 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
17,287
Holding current value
$1.01 Million
% of portfolio
0.47%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VICTORY PORTF II SHS US SMALL


  • 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.