Alliance Wealth Advisors, LLC Usaa ETF Tr Core Intermediate Transaction History
Alliance Wealth Advisors, LLC
- $189 Million
- Q1 2025
A detailed history of Alliance Wealth Advisors, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 501,145 shares of UITB stock, worth $23.5 Million. This represents 12.41% of its overall portfolio holdings.
Number of Shares
501,145
Previous 494,614
1.32%
Holding current value
$23.5 Million
Previous $22.7 Million
3.24%
% of portfolio
12.41%
Previous 12.01%
Shares
8 transactions
Others Institutions Holding UITB
# of Institutions
123Shares Held
47.7MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$857 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$302 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$108 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$101 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$82.4 Million3.85% of portfolio