Insight Wealth Partners, LLC Usaa ETF Tr Core Intermediate Transaction History
Insight Wealth Partners, LLC
- $630 Million
- Q2 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 103,599 shares of UITB stock, worth $4.93 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
103,599
Previous 96,070
7.84%
Holding current value
$4.93 Million
Previous $4.51 Million
8.14%
% of portfolio
0.77%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding UITB
# of Institutions
134Shares Held
46.1MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$701 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$90.2 Million0.03% of portfolio