Keystone Financial Group Usaa ETF Tr Core Intermediate Transaction History
Keystone Financial Group
- $922 Million
- Q1 2025
A detailed history of Keystone Financial Group transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Keystone Financial Group holds 9,480 shares of UITB stock, worth $440,725. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,480
Previous 9,267
2.3%
Holding current value
$440,725
Previous $425,000
4.47%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$840 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$261 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$138 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$113 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$83.8 Million4.01% of portfolio