Bogart Wealth, LLC Usaa ETF Tr Msci Usa Value Mom Transaction History

Bogart Wealth, LLC

  • $2.32 Billion
  • Q2 2025

A detailed history of Bogart Wealth, LLC transactions in Usaa ETF Tr Msci Usa Value Mom stock. As of the latest transaction made, Bogart Wealth, LLC holds 135 shares of ULVM stock, worth $11,573. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 135 -0.0%
Holding current value
$11,573
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
$58.33 - $70.44 $58 - $70
1 Added 0.75%
135 $8,000
Q1 2022

Apr 22, 2022
SELL
$65.3 - $71.58 $65 - $71
-1 Reduced 0.74%
134 $9,000
Q4 2021

Jan 19, 2022
BUY
$65.1 - $70.98 $8,788 - $9,582
135 New
135 $10,000

Others Institutions Holding ULVM

# of Institutions
13
Shares Held
1.59M
Call Options Held
0
Put Options Held
0
View Full List

About USAA ETF TR MSCI USA VALUE MOM

ULVM Quotes by TradingView
  • Ticker ULVM
  • Sector ETFs
  • Industry ETFs
More about ULVM
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