Cwm, LLC Usaa ETF Tr Core Intermediate Transaction History

Cwm, LLC

$21.2 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	BUY	$43.37 - $47.09 $31,313 - $33,998	722 New	722 $34,000
Q3 2022 Oct 27, 2022	BUY	$44.7 - $48.39 $7,509 - $8,129	168 New	168 $8,000
Q2 2020 Jul 22, 2020	BUY	$50.74 - $53.85 $36,329 - $38,556	716 New	716 $39,000

Others Institutions Holding UITB

# of Institutions

108

Shares Held

41.5M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

18.3M
Shares

$881 Million
0.88% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.59M
Shares

$317 Million
0.06% of portfolio
United Services Automobile Association San Antonio, TX

2.31M
Shares

$111 Million
2.7% of portfolio
Orion Portfolio Solutions, LLC

1.64M
Shares

$79 Million
0.84% of portfolio
Morgan Stanley New York, NY

1.54M
Shares

$74 Million
0.01% of portfolio

About USAA ETF TR CORE INTERMEDIATE

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