Fortune 45 LLC Usaa ETF Tr Core Intermediate Transaction History

Fortune 45 LLC

$121 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	N/A	-28,335 Reduced 64.33%	15,708 $742,000
Q1 2022 Apr 12, 2022	SELL	N/A	-26,934 Reduced 37.95%	44,043 $2.19 Million
Q4 2021 Apr 12, 2022	BUY	N/A	70,977 New	70,977 $3.76 Million

Others Institutions Holding UITB

# of Institutions

91

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

19.5M
Shares

$897 Million
0.92% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.66M
Shares

$307 Million
0.07% of portfolio
United Services Automobile Association San Antonio, TX

2.2M
Shares

$101 Million
2.53% of portfolio
Orion Portfolio Solutions, LLC

1.7M
Shares

$78.4 Million
0.89% of portfolio
Bogart Wealth, LLC

1.25M
Shares

$57.5 Million
2.96% of portfolio

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