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

Wealth Plan Partners, LLC

$705 Billion
Q4 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

62

Shares Held

1.31M

Call Options Held

0

Put Options Held

0

About VICTORY PORTF II SHS US SMALL

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