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

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 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 7,378 shares of CSB stock, worth $426,153. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,378
Previous 9,922 25.64%
Holding current value
$426,153
Previous $549,000 20.58%
% of portfolio
0.16%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$55.33 - $60.22 $140,759 - $153,199
-2,544 Reduced 25.64%
7,378 $436,000
Q2 2025

Jul 21, 2025
SELL
$49.98 - $58.24 $211,415 - $246,355
-4,230 Reduced 29.89%
9,922 $549,000
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
65
Shares Held
1.37M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US SMALL

CSB Quotes by TradingView
  • Ticker CSB
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