Lpl Financial LLC Usaa ETF Tr Core Intermediate Transaction History
Lpl Financial LLC
- $283 Billion
- Q2 2025
A detailed history of Lpl Financial LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Lpl Financial LLC holds 1,893,921 shares of UITB stock, worth $88.9 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,893,921
Previous 1,568,446
20.75%
Holding current value
$88.9 Million
Previous $73.6 Million
21.09%
% of portfolio
0.03%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding UITB
# of Institutions
132Shares Held
45MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$691 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$238 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.97MShares$139 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million3.53% of portfolio
-
Bogart Wealth, LLC1.87MShares$88 Million3.8% of portfolio