Envision Financial LLC Usaa ETF Tr Core Intermediate Transaction History
Envision Financial LLC
- $133 Billion
- Q1 2025
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 143,789 shares of UITB stock, worth $6.74 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
143,789
Previous 120,876
18.96%
Holding current value
$6.74 Million
Previous $5.56 Billion
21.49%
% of portfolio
5.09%
Previous 4.45%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
121Shares Held
47.1MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$847 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$303 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$108 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$101 Million3.36% of portfolio
-
Bogart Wealth, LLC1.8MShares$84.5 Million4.01% of portfolio