Marks Group Wealth Management, Inc Usaa ETF Tr Core Intermediate Transaction History
Marks Group Wealth Management, Inc
- $996 Million
- Q1 2025
A detailed history of Marks Group Wealth Management, Inc transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 10,676 shares of UITB stock, worth $496,327. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,676
Previous 10,676
-0.0%
Holding current value
$496,327
Previous $490,000
2.24%
% of portfolio
0.05%
Previous 0.05%
Shares
3 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