Fortune Financial Advisors, LLC Usaa ETF Tr Core Intermediate Transaction History
Fortune Financial Advisors, LLC
- $124 Billion
- Q2 2025
A detailed history of Fortune Financial Advisors, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 4,604 shares of UITB stock, worth $216,157. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,604
Previous 5,159
10.76%
Holding current value
$216,157
Previous $242 Million
10.51%
% of portfolio
0.17%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
132Shares Held
48.6MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$848 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$263 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$139 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million3.53% of portfolio
-
Bogart Wealth, LLC1.87MShares$88 Million3.8% of portfolio