Marks Group Wealth Management, Inc Usaa ETF Tr Core Intermediate Transaction History

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024

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 $493,017. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,676
Previous 9,093 17.41%
Holding current value
$493,017
Previous $435,000 12.64%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$45.83 - $48.07 $72,548 - $76,094
1,583 Added 17.41%
10,676 $490,000
Q3 2024

Oct 30, 2024
SELL
$45.71 - $48.29 $3,976 - $4,201
-87 Reduced 0.95%
9,093 $435,000
Q1 2024

Apr 29, 2024
BUY
$45.85 - $47.11 $420,903 - $432,469
9,180 New
9,180 $425,000

Others Institutions Holding UITB

# of Institutions
118
Shares Held
44.2M
Call Options Held
0
Put Options Held
0
View Full List

About USAA ETF TR CORE INTERMEDIATE

UITB Quotes by TradingView
  • Ticker UITB
  • Sector ETFs
  • Industry ETFs
More about UITB
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