James J. Burns & Company, LLC Usaa ETF Tr Core Intermediate Transaction History
James J. Burns & Company, LLC
- $575 Million
- Q4 2024
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 72,330 shares of UITB stock, worth $3.34 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
72,330
Previous 70,060
3.24%
Holding current value
$3.34 Million
Previous $3.36 Million
1.01%
% of portfolio
0.58%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding UITB
# of Institutions
120Shares Held
44.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$845 Million0.89% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.57MShares$304 Million0.06% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$99.6 Million2.66% of portfolio
-
Morgan Stanley New York, NY2.11MShares$97.6 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.3 Million3.85% of portfolio