Optivise Advisory Services LLC Usaa ETF Tr Core Intermediate Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Optivise Advisory Services LLC holds 26,427 shares of UITB stock, worth $1.25 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
26,427
Previous 67,582 60.9%
Holding current value
$1.25 Million
Previous $3.21 Billion 61.03%
% of portfolio
0.72%
Previous 1.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$47.38 - $47.93 $1.95 Million - $1.97 Million
-41,155 Reduced 60.9%
26,427 $1.25 Billion
Q3 2025

Oct 17, 2025
BUY
$46.38 - $47.74 $3.13 Million - $3.23 Million
67,582 New
67,582 $3.21 Billion

Others Institutions Holding UITB

# of Institutions
145
Shares Held
50.5M
Call Options Held
0
Put Options Held
0
View Full List

About USAA ETF TR CORE INTERMEDIATE

UITB Quotes by TradingView
  • Ticker UITB
  • Sector ETFs
  • Industry ETFs
More about UITB
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