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

Atlantic Edge Private Wealth Management, LLC

$327 Billion
Q1 2025

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 254,562 shares of UITB stock, worth $11.8 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares

254,562

Previous 252,423 0.85%

Holding current value

$11.8 Million

Previous $11.6 Billion 3.0%

% of portfolio

3.65%

Previous 3.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$45.41 - $47.18 $97,131 - $100,918	2,139 Added 0.85%	254,562 $11.9 Billion
Q4 2024 Jan 29, 2025	BUY	$45.83 - $48.07 $268,517 - $281,642	5,859 Added 2.38%	252,423 $11.6 Billion
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

# of Institutions

124

Shares Held

46.9M

Call Options Held

Put Options Held

View Full List

About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

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