Allen Capital Group, LLC Usaa ETF Tr Core Intermediate Transaction History
Allen Capital Group, LLC
- $1.02 Billion
- Q3 2025
A detailed history of Allen Capital Group, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Allen Capital Group, LLC holds 943,084 shares of UITB stock, worth $45 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
943,084
Previous 776,007
21.53%
Holding current value
$45 Million
Previous $36.4 Million
23.03%
% of portfolio
4.38%
Previous 4.22%
Shares
9 transactions
Others Institutions Holding UITB
# of Institutions
136Shares Held
47.7MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$702 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$242 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.24MShares$154 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million11.84% of portfolio
-
Bogart Wealth, LLC1.93MShares$91.9 Million3.73% of portfolio