Northeast Planning Associates, Inc. / Nh / Usaa ETF Tr Core Intermediate Transaction History
Northeast Planning Associates, Inc. / Nh /
- $118 Billion
- Q3 2025
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 287,198 shares of UITB stock, worth $13.6 Million. This represents 11.58% of its overall portfolio holdings.
Number of Shares
287,198
Previous 166,626
72.36%
Holding current value
$13.6 Million
Previous $7.84 Billion
74.01%
% of portfolio
11.58%
Previous 7.22%
Shares
4 transactions
Others Institutions Holding UITB
# of Institutions
145Shares Held
50.6MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$698 Million0.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$265 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.7MShares$175 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million8.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$92.1 Million0.03% of portfolio