Engrave Wealth Partners LLC Usaa ETF Tr Core Intermediate Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 08, 2020	SELL	$53.86 - $54.88 $2,208 - $2,250	-41 Closed	0 $0
Q2 2020 Jul 14, 2020	BUY	$50.74 - $53.85 $2,080 - $2,207	41 New	41 $2,000

Others Institutions Holding UITB

# of Institutions

114

Shares Held

43.7M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

18.3M
Shares

$847 Million
0.89% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.57M
Shares

$304 Million
0.06% of portfolio
United Services Automobile Association San Antonio, TX

2.15M
Shares

$99.8 Million
2.66% of portfolio
Morgan Stanley New York, NY

2.11M
Shares

$97.8 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

1.57M
Shares

$72.9 Million
0.8% of portfolio

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