Nvest Financial, LLC Victory Portf Ii Shs Us Small Transaction History

Nvest Financial, LLC

$177 Million
Q2 2025

A detailed history of Nvest Financial, LLC transactions in Victory Portf Ii Shs Us Small stock. As of the latest transaction made, Nvest Financial, LLC holds 4,877 shares of CSB stock, worth $274,428. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,877

Holding current value

$274,428

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$49.98 - $58.24 $243,752 - $284,036	4,877 New	4,877 $270,000

Others Institutions Holding CSB

# of Institutions

Shares Held

1.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

257K
Shares

$14.4 Million
0.0% of portfolio
Ubs Group Ag

129K
Shares

$7.28 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$6.54 Million
0.0% of portfolio
Cwm, LLC

103K
Shares

$5.79 Million
0.02% of portfolio
Dynamic Advisor Solutions LLC

78.1K
Shares

$4.39 Million
0.14% of portfolio

View Full List

About VICTORY PORTF II SHS US SMALL

Ticker CSB
Sector ETFs
Industry ETFs

More about CSB

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