Allworth Financial LP Usaa ETF Tr Core Intermediate Transaction History
Allworth Financial LP
- $17.4 Billion
- Q1 2025
A detailed history of Allworth Financial LP transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Allworth Financial LP holds 540,175 shares of UITB stock, worth $25.1 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
540,175
Previous 517,352
4.41%
Holding current value
$25.1 Million
Previous $23.8 Million
6.64%
% of portfolio
0.15%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$840 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$261 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$138 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$113 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$83.8 Million4.01% of portfolio