J.W. Cole Advisors, Inc. Usaa ETF Tr Core Intermediate Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,034 shares of UITB stock, worth $240,121. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,034

Holding current value

$240,121

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$45.95 - $47.33 $231,312 - $238,259	5,034 New	5,034 $236,000

Others Institutions Holding UITB

# of Institutions

136

Shares Held

47.5M

Call Options Held

Put Options Held

Victory Capital Management Inc

14.7M
Shares

$702 Million
0.48% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.08M
Shares

$242 Million
0.04% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$154 Million
0.01% of portfolio
United Services Automobile Association San Antonio, TX

2.42M
Shares

$115 Million
11.84% of portfolio
Lpl Financial LLC Fort Mill, SC

1.89M
Shares

$90.3 Million
0.03% of portfolio

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About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

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J.W. Cole Advisors, Inc. Usaa ETF Tr Core Intermediate Transaction History