James J. Burns & Company, LLC Usaa ETF Tr Core Intermediate Transaction History
James J. Burns & Company, LLC
- $664 Million
- Q3 2025
A detailed history of James J. Burns & Company, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, James J. Burns & Company, LLC holds 70,074 shares of UITB stock, worth $3.34 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
70,074
Previous 69,951
0.18%
Holding current value
$3.34 Million
Previous $3.29 Million
1.12%
% of portfolio
0.5%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding UITB
# of Institutions
136Shares Held
47.7MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$702 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$242 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.24MShares$154 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million11.84% of portfolio
-
Bogart Wealth, LLC1.93MShares$91.9 Million3.73% of portfolio