Integrated Wealth Concepts LLC Usaa ETF Tr Core Intermediate Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 43,937 shares of UITB stock, worth $2.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

43,937

Previous 33,927 29.5%

Holding current value

$2.1 Million

Previous $1.59 Million 29.9%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$45.95 - $47.33 $459,959 - $473,773	10,010 Added 29.5%	43,937 $2.07 Million
Q1 2025 May 15, 2025	BUY	$45.41 - $47.18 $199,985 - $207,780	4,404 Added 14.92%	33,927 $1.59 Million
Q4 2024 Feb 14, 2025	BUY	$45.83 - $48.07 $497,392 - $521,703	10,853 Added 58.13%	29,523 $1.36 Million
Q3 2024 Nov 14, 2024	BUY	$45.71 - $48.29 $120,354 - $127,147	2,633 Added 16.42%	18,670 $894,000
Q2 2024 Aug 14, 2024	BUY	$45.08 - $46.44 $127,531 - $131,378	2,829 Added 21.42%	16,037 $737,000
Q1 2024 May 15, 2024	BUY	$45.85 - $47.11 $605,586 - $622,228	13,208 New	13,208 $612,000

Others Institutions Holding UITB

# of Institutions

136

Shares Held

47.5M

Call Options Held

Put Options Held

View Full List

About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

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Integrated Wealth Concepts LLC Usaa ETF Tr Core Intermediate Transaction History