Allen Capital Group, LLC Usaa ETF Tr Core Intermediate Transaction History
Allen Capital Group, LLC
- $864 Million
- Q1 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 776,007 shares of UITB stock, worth $35.7 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
776,007
Previous 545,854
42.16%
Holding current value
$35.7 Million
Previous $25.1 Million
45.19%
% of portfolio
4.22%
Previous 3.03%
Shares
8 transactions
Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$831 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$258 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$137 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$111 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$82.8 Million4.01% of portfolio