James J. Burns & Company, LLC Usaa ETF Tr Core Intermediate Transaction History
James J. Burns & Company, LLC
- $609 Million
- Q2 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 69,951 shares of UITB stock, worth $3.29 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
69,951
Previous 70,519
0.81%
Holding current value
$3.29 Million
Previous $3.3 Million
0.3%
% of portfolio
0.54%
Previous 0.59%
Shares
6 transactions
Others Institutions Holding UITB
# of Institutions
126Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$849 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$263 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$140 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$84.6 Million4.01% of portfolio