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 246,564 shares of UITB stock, worth $11.4 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
246,564
Previous 233,469 5.61%
Holding current value
$11.4 Million
Previous $10.7 Billion 10.02%
% of portfolio
3.6%
Previous 3.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$45.71 - $48.29 $598,572 - $632,357
13,095 Added 5.61%
246,564 $11.8 Billion
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

About USAA ETF TR CORE INTERMEDIATE


  • Ticker UITB
  • Sector ETFs
  • Industry ETFs
More about UITB
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