Bogart Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 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 1,874,284 shares of UITB stock, worth $89.3 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
1,874,284
Previous 1,801,633
4.03%
Holding current value
$89.3 Million
Previous $84.6 Million
4.32%
% of portfolio
3.8%
Previous 4.01%
Shares
11 transactions
Others Institutions Holding UITB
# of Institutions
134Shares Held
46.1MCall 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
-
Lpl Financial LLC Fort Mill, SC1.89MShares$90.2 Million0.03% of portfolio