Cornerstone Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Cornerstone Wealth Management, LLC
- $1.43 Billion
- Q1 2025
A detailed history of Cornerstone Wealth Management, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 17,179 shares of UITB stock, worth $794,872. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,179
Previous 16,168
6.25%
Holding current value
$794,872
Previous $743,000
8.21%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$836 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$259 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$137 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$112 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$83.4 Million4.01% of portfolio