James J. Burns & Company, LLC Usaa ETF Tr Core Intermediate Transaction History
James J. Burns & Company, LLC
- $556 Million
- Q1 2025
A detailed history of James J. Burns & Company, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, James J. Burns & Company, LLC holds 70,519 shares of UITB stock, worth $3.29 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
70,519
Previous 72,330
2.5%
Holding current value
$3.29 Million
Previous $3.32 Million
0.66%
% of portfolio
0.59%
Previous 0.58%
Shares
5 transactions
Others Institutions Holding UITB
# of Institutions
121Shares Held
47.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$854 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$301 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$108 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$101 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$82.2 Million3.85% of portfolio