Ae Wealth Management LLC Usaa ETF Tr Core Intermediate Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$43.37 - $47.09 $1.25 Million - $1.36 Million	28,824 New	28,824 $1.35 Million

Others Institutions Holding UITB

# of Institutions

124

Shares Held

46.9M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

18.1M
Shares

$840 Million
0.92% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.61M
Shares

$261 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$138 Million
0.01% of portfolio
United Services Automobile Association San Antonio, TX

2.42M
Shares

$113 Million
3.53% of portfolio
Bogart Wealth, LLC

1.8M
Shares

$83.8 Million
4.01% of portfolio

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