Kingsview Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$46.18 - $49.56 $549,865 - $590,110	-11,907 Closed	0 $0
Q1 2022 Feb 08, 2024	BUY	$49.28 - $52.67 $625,609 - $668,645	12,695 New	12,695 $0
Q4 2021 Feb 17, 2022	SELL	$52.8 - $53.71 $288,182 - $293,149	-5,458 Reduced 31.43%	11,907 $631,000
Q3 2021 Dec 03, 2021	BUY	$53.49 - $54.39 $7,114 - $7,233	133 Added 0.77%	17,365 $930,000
Q2 2021 Aug 17, 2021	BUY	$52.97 - $53.76 $6,833 - $6,935	129 Added 0.75%	17,232 $926,000
Q1 2021 May 24, 2021	SELL	$52.74 - $54.48 $42,455 - $43,856	-805 Reduced 4.5%	17,103 $908,000
Q4 2020 Feb 16, 2021	BUY	$53.87 - $54.63 $67,337 - $68,287	1,250 Added 7.5%	17,908 $976,000
Q3 2020 Nov 19, 2020	BUY	$53.86 - $54.88 $183,878 - $187,360	3,414 Added 25.78%	16,658 $902,000
Q2 2020 Aug 14, 2020	BUY	$50.74 - $53.85 $672,000 - $713,189	13,244 New	13,244 $713,000

Others Institutions Holding UITB

# of Institutions

114

Shares Held

43.7M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

18.3M
Shares

$848 Million
0.89% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.57M
Shares

$305 Million
0.06% of portfolio
United Services Automobile Association San Antonio, TX

2.15M
Shares

$99.9 Million
2.66% of portfolio
Morgan Stanley New York, NY

2.11M
Shares

$97.9 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

1.57M
Shares

$72.9 Million
0.8% of portfolio

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