Atlantic Edge Private Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History

Atlantic Edge Private Wealth Management, LLC

$299 Billion
Q2 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 233,469 shares of UITB stock, worth $11.2 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

233,469

Previous 233,880 0.18%

Holding current value

$11.2 Million

Previous $10.8 Billion 0.97%

% of portfolio

3.59%

Previous 3.73%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	SELL	$45.08 - $46.44 $18,527 - $19,086	-411 Reduced 0.18%	233,469 $10.7 Billion
Q1 2024 May 08, 2024	BUY	$45.85 - $47.11 $10.7 Million - $11 Million	233,880 New	233,880 $10.8 Billion

Others Institutions Holding UITB

# of Institutions

108

Shares Held

41.5M

Call Options Held

Put Options Held

View Full List

About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Account

Atlantic Edge Private Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History