Avaii Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Avaii Wealth Management, LLC
- $229 Million
- Q3 2025
A detailed history of Avaii Wealth Management, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 9,746 shares of UITB stock, worth $461,765. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,746
Previous 10,081
3.32%
Holding current value
$461,765
Previous $474,000
2.32%
% of portfolio
0.2%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding UITB
# of Institutions
146Shares Held
50.4MCall 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