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

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 05, 2024	SELL	$46.46 - $56.82 $103,327 - $126,367	-2,224 Reduced 13.84%	13,840 $775 Million
Q3 2023 Nov 01, 2023	SELL	$48.4 - $54.16 $3.69 Million - $4.12 Million	-76,155 Reduced 82.58%	16,064 $787 Million
Q2 2023 Jul 31, 2023	BUY	$48.09 - $52.25 $114,550 - $124,459	2,382 Added 2.65%	92,219 $4.73 Billion
Q1 2023 May 10, 2023	SELL	$49.61 - $58.52 $54,719 - $64,547	-1,103 Reduced 1.21%	89,837 $4.66 Billion
Q4 2022 Feb 16, 2023	BUY	$47.42 - $55.16 $1.33 Million - $1.54 Million	28,001 Added 44.49%	90,940 $5.13 Billion
Q1 2022 May 03, 2022	BUY	$57.24 - $62.65 $492,836 - $539,416	8,610 Added 15.85%	62,939 $3.45 Million
Q4 2021 Feb 01, 2022	BUY	$57.9 - $62.89 $3.15 Million - $3.42 Million	54,329 New	54,329 $3.23 Million

Others Institutions Holding CSB

# of Institutions

61

Shares Held

1.37M

Call Options Held

0

Put Options Held

0

About VICTORY PORTF II SHS US SMALL

Ticker CSB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.