Creative Planning Usaa ETF Tr Core Intermediate Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Creative Planning holds 4,979 shares of UITB stock, worth $229,083. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,979
Previous 6,181
19.45%
Holding current value
$229,083
Previous $289,000
20.42%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding UITB
# of Institutions
91Shares Held
39.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc19.5MShares$897 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.66MShares$307 Million0.07% of portfolio
-
United Services Automobile Association San Antonio, TX2.2MShares$101 Million2.53% of portfolio
-
Orion Portfolio Solutions, LLC1.7MShares$78.4 Million0.89% of portfolio
-
Bogart Wealth, LLC1.25MShares$57.5 Million2.96% of portfolio