Daymark Wealth Partners, LLC Usaa ETF Tr Core Intermediate Transaction History
Daymark Wealth Partners, LLC
- $2.43 Billion
- Q1 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 34,068 shares of UITB stock, worth $1.57 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
34,068
Previous 20,785
63.91%
Holding current value
$1.57 Million
Previous $975,000
62.05%
% of portfolio
0.06%
Previous 0.04%
Shares
3 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