James J. Burns & Company, LLC Usaa ETF Tr Core Intermediate Transaction History
James J. Burns & Company, LLC
- $664 Million
- Q3 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 70,074 shares of UITB stock, worth $3.34 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
70,074
              Previous 69,951
              
        
           0.18%
        
      
          
        Holding current value
$3.34 Million
            Previous $3.29 Million
            
        
           1.12%
        
      
          
        % of portfolio
0.5%
            Previous 0.54%
          
        Shares
	  7 transactions
	
  Others Institutions Holding UITB
# of Institutions
136Shares Held
47.7MCall Options Held
0Put Options Held
0- 
    
      Victory Capital Management Inc14.7MShares$702 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
- 
    
      Bogart Wealth, LLC1.93MShares$91.9 Million3.73% of portfolio