Avaii Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Avaii Wealth Management, LLC
- $182 Million
- Q4 2024
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 8,432 shares of UITB stock, worth $391,750. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,432
Previous 6,979
20.82%
Holding current value
$391,750
Previous $334,000
15.87%
% of portfolio
0.21%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$850 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$300 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$107 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$100 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.8 Million3.85% of portfolio