Ima Wealth, Inc. Usaa ETF Tr Core Intermediate Transaction History
Ima Wealth, Inc.
- $914 Million
- Q2 2025
A detailed history of Ima Wealth, Inc. transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Ima Wealth, Inc. holds 192,100 shares of UITB stock, worth $9.16 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
192,100
Previous 182,951
5.0%
Holding current value
$9.16 Million
Previous $8.59 Million
5.3%
% of portfolio
0.99%
Previous 1.02%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
136Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$702 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$242 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.24MShares$154 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million11.84% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$90.3 Million0.03% of portfolio