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

Marks Group Wealth Management, Inc

  • $1.02 Billion
  • Q2 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 9,379 shares of UITB stock, worth $447,378. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,379
Previous 10,676 12.15%
Holding current value
$447,378
Previous $501,000 11.98%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$45.95 - $47.33 $59,597 - $61,387
-1,297 Reduced 12.15%
9,379 $441,000
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
136
Shares Held
47.5M
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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