Atlantic Edge Private Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Atlantic Edge Private Wealth Management, LLC
- $389 Billion
- Q3 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 263,815 shares of UITB stock, worth $12.5 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
263,815
Previous 263,954
0.05%
Holding current value
$12.5 Million
Previous $12.4 Billion
0.9%
% of portfolio
3.22%
Previous 3.41%
Shares
7 transactions
Others Institutions Holding UITB
# of Institutions
145Shares Held
50.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$698 Million0.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$265 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.7MShares$175 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million8.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$92.1 Million0.03% of portfolio