Optivise Advisory Services LLC Usaa ETF Tr Core Intermediate Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 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 67,582 shares of UITB stock, worth $3.22 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
67,582Holding current value
$3.22 Million% of portfolio
1.91%Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
136Shares Held
46.3MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$702 Million0.48% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$242 Million0.04% of portfolio
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Morgan Stanley New York, NY3.24MShares$154 Million0.01% of portfolio
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United Services Automobile Association San Antonio, TX2.42MShares$115 Million11.84% of portfolio
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Lpl Financial LLC Fort Mill, SC1.89MShares$90.3 Million0.03% of portfolio