Kestra Private Wealth Services, LLC Usaa ETF Tr Core Intermediate Transaction History
Kestra Private Wealth Services, LLC
- $5.74 Billion
- Q1 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 37,761 shares of UITB stock, worth $1.77 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
37,761
Previous 31,868
18.49%
Holding current value
$1.77 Million
Previous $1.46 Million
21.04%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
124Shares 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