Congress Wealth Management LLC Usaa ETF Tr Core Intermediate Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Congress Wealth Management LLC holds 34,597 shares of UITB stock, worth $1.59 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
34,597Holding current value
$1.59 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$831 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$258 Million0.05% of portfolio
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Morgan Stanley New York, NY2.97MShares$137 Million0.01% of portfolio
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United Services Automobile Association San Antonio, TX2.42MShares$111 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$82.8 Million4.01% of portfolio