Envision Financial LLC Usaa ETF Tr Core Intermediate Transaction History
Envision Financial LLC
- $125 Billion
- Q4 2024
A detailed history of Envision Financial LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Envision Financial LLC holds 120,876 shares of UITB stock, worth $5.6 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
120,876Holding current value
$5.6 Million% of portfolio
4.45%Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$847 Million0.88% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$299 Million0.06% of portfolio
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Morgan Stanley New York, NY2.31MShares$107 Million0.01% of portfolio
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United Services Automobile Association San Antonio, TX2.15MShares$99.7 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.5 Million3.85% of portfolio