Bogart Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,926,954 shares of UITB stock, worth $91.3 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
1,926,954
Previous 1,874,284
2.81%
Holding current value
$91.3 Million
Previous $88.2 Million
3.79%
% of portfolio
3.73%
Previous 3.8%
Shares
12 transactions
Others Institutions Holding UITB
# of Institutions
145Shares 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