Bogart Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History
Bogart Wealth, LLC
- $1.96 Billion
- Q1 2024
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 1,250,229 shares of UITB stock, worth $57.9 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
1,250,229
Previous 492,906
153.64%
Holding current value
$57.9 Million
Previous $23.1 Million
150.78%
% of portfolio
2.96%
Previous 1.29%
Shares
6 transactions
Others Institutions Holding UITB
# of Institutions
91Shares Held
39.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc19.5MShares$902 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.66MShares$309 Million0.07% of portfolio
-
United Services Automobile Association San Antonio, TX2.2MShares$102 Million2.53% of portfolio
-
Orion Portfolio Solutions, LLC1.7MShares$78.9 Million0.89% of portfolio
-
Morgan Stanley New York, NY923KShares$42.7 Million0.0% of portfolio