Envision Financial LLC Usaa ETF Tr Core Intermediate Transaction History
Envision Financial LLC
- $150 Billion
- Q2 2025
A detailed history of Envision Financial LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Envision Financial LLC holds 149,516 shares of UITB stock, worth $7.02 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
149,516
Previous 143,789
3.98%
Holding current value
$7.02 Million
Previous $6.75 Billion
4.27%
% of portfolio
4.69%
Previous 5.09%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
135Shares Held
46.7MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$691 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$238 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.24MShares$152 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million11.84% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$88.9 Million0.03% of portfolio