Lumature Wealth Partners, LLC Victory Portf Ii Shs Us Disc E Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Victory Portf Ii Shs Us Disc E stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 16,991 shares of CSF stock, worth $967,637. This represents 0.53% of its overall portfolio holdings.

Number of Shares
16,991
Previous 40,157 57.69%
Holding current value
$967,637
Previous $2.08 Million 57.59%
% of portfolio
0.53%
Previous 1.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$50.94 - $52.15 $1.18 Million - $1.21 Million
-23,166 Reduced 57.69%
16,991 $883,000
Q1 2023

May 15, 2023
BUY
$49.72 - $57.33 $184,560 - $212,808
3,712 Added 10.19%
40,157 $2.08 Million
Q4 2022

Feb 14, 2023
BUY
$53.89 - $58.71 $27,483 - $29,942
510 Added 1.42%
36,445 $1.99 Million
Q3 2022

Nov 10, 2022
BUY
$54.28 - $56.93 $584,812 - $613,363
10,774 Added 42.82%
35,935 $1.95 Million
Q2 2022

Aug 10, 2022
BUY
$54.59 - $60.14 $1.37 Million - $1.51 Million
25,161 New
25,161 $1.39 Million

Others Institutions Holding CSF

# of Institutions
23
Shares Held
535K
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US DISC E

CSF Quotes by TradingView
  • Ticker CSF
  • Sector ETFs
  • Industry ETFs
More about CSF
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