Insight Wealth Partners, LLC Usaa ETF Tr Core Intermediate Transaction History
Insight Wealth Partners, LLC
- $692 Million
- Q3 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 126,716 shares of UITB stock, worth $6 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
126,716
Previous 103,599
22.31%
Holding current value
$6 Million
Previous $4.88 Million
23.48%
% of portfolio
0.87%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding UITB
# of Institutions
146Shares Held
50.4MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$698 Million0.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$265 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.7MShares$175 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million8.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$92.1 Million0.03% of portfolio