Axis Wealth Partners, LLC Usaa ETF Tr Core Intermediate Transaction History

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025

A detailed history of Axis Wealth Partners, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 50,834 shares of UITB stock, worth $2.36 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
50,834
Previous 44,968 13.04%
Holding current value
$2.36 Million
Previous $2.07 Billion 15.45%
% of portfolio
1.76%
Previous 1.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$45.41 - $47.18 $266,375 - $276,757
5,866 Added 13.04%
50,834 $2.39 Billion
Q4 2024

Feb 07, 2025
BUY
$45.83 - $48.07 $2.06 Million - $2.16 Million
44,968 New
44,968 $2.07 Billion

Others Institutions Holding UITB

# of Institutions
124
Shares Held
46.9M
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
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email