Axis Wealth Partners, LLC Usaa ETF Tr Core Intermediate Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 64,743 shares of UITB stock, worth $3.09 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
64,743
              Previous 60,704
              
        
           6.65%
        
      
          
        Holding current value
$3.09 Million
            Previous $2.86 Billion
            
        
           7.67%
        
      
          
        % of portfolio
1.8%
            Previous 1.88%
          
        Shares
	  4 transactions
	
  Others Institutions Holding UITB
# of Institutions
136Shares Held
47.7MCall Options Held
0Put Options Held
0- 
    
      Victory Capital Management Inc14.7MShares$702 Million0.48% of portfolio
- 
    
      Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$242 Million0.04% of portfolio
- 
    
      Morgan Stanley New York, NY3.24MShares$154 Million0.01% of portfolio
- 
    
      United Services Automobile Association San Antonio, TX2.42MShares$115 Million11.84% of portfolio
- 
    
      Bogart Wealth, LLC1.93MShares$91.9 Million3.73% of portfolio