Financial Services Advisory Inc Usaa ETF Tr Core Intermediate Transaction History
Financial Services Advisory Inc
- $422 Million
- Q4 2024
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 173,667 shares of UITB stock, worth $8.11 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
173,667
Previous 212,211
18.16%
Holding current value
$8.11 Million
Previous $10.2 Million
21.53%
% of portfolio
1.89%
Previous 2.48%
Shares
5 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$854 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$301 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, LLC1.76MShares$82.2 Million3.85% of portfolio