Envision Financial LLC Usaa ETF Tr Core Intermediate Transaction History
Envision Financial LLC
- $150 Billion
- Q2 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 149,516 shares of UITB stock, worth $7.02 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
149,516
Previous 143,789
3.98%
Holding current value
$7.02 Million
Previous $6.75 Billion
4.27%
% of portfolio
4.69%
Previous 5.09%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
125Shares Held
47MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$849 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$263 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$140 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$84.6 Million4.01% of portfolio