Wealth Plan Investment Management, LLC Victory Portf Ii Shs Us Small Transaction History

Wealth Plan Investment Management, LLC

  • $590 Million
  • Q1 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$48.4 - $54.16 $777,497 - $870,026
16,064 New
16,064 $786,000
Q4 2022

Feb 15, 2023
BUY
$50.81 - $55.16 $342,306 - $371,612
6,737 Added 8.0%
90,940 $4.69 Million
Q3 2022

Dec 12, 2022
BUY
N/A
21,264 Added 33.79%
84,203 $4.48 Million
Q1 2022

Sep 07, 2022
BUY
N/A
62,939 New
62,939 $3.45 Million

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
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