Atlantic Edge Private Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Atlantic Edge Private Wealth Management, LLC
- $329 Billion
- Q3 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 246,564 shares of UITB stock, worth $11.3 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
246,564
Previous 233,469
5.61%
Holding current value
$11.3 Million
Previous $10.7 Billion
10.02%
% of portfolio
3.6%
Previous 3.59%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
115Shares Held
43.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$840 Million0.89% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.57MShares$302 Million0.06% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$99 Million2.66% of portfolio
-
Morgan Stanley New York, NY2.11MShares$97.1 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC1.57MShares$72.3 Million0.8% of portfolio