Financial Services Advisory Inc Usaa ETF Tr Core Intermediate Transaction History
Financial Services Advisory Inc
- $264 Million
- Q1 2025
A detailed history of Financial Services Advisory Inc transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Financial Services Advisory Inc holds 141,280 shares of UITB stock, worth $6.57 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
141,280
Previous 173,667
18.65%
Holding current value
$6.57 Million
Previous $7.98 Million
16.92%
% of portfolio
2.51%
Previous 1.89%
Shares
6 transactions
Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$840 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$261 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$138 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$113 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$83.8 Million4.01% of portfolio