Insight Wealth Partners, LLC Usaa ETF Tr Core Intermediate Transaction History
Insight Wealth Partners, LLC
- $592 Million
- Q1 2025
A detailed history of Insight Wealth Partners, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 96,070 shares of UITB stock, worth $4.47 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
96,070
Previous 96,719
0.67%
Holding current value
$4.47 Million
Previous $4.45 Million
1.44%
% of portfolio
0.76%
Previous 0.61%
Shares
3 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