Axis Wealth Partners, LLC Usaa ETF Tr Core Intermediate Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
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 44,968 shares of UITB stock, worth $2.1 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
44,968Holding current value
$2.1 Million% of portfolio
1.74%Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$854 Million0.88% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$301 Million0.06% of portfolio
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Morgan Stanley New York, NY2.31MShares$108 Million0.01% of portfolio
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United Services Automobile Association San Antonio, TX2.15MShares$101 Million3.36% of portfolio
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Bogart Wealth, LLC1.76MShares$82.2 Million3.85% of portfolio