Mbl Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History
Mbl Wealth, LLC
- $945 Million
- Q2 2025
A detailed history of Mbl Wealth, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Mbl Wealth, LLC holds 596,398 shares of UITB stock, worth $28.1 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
596,398
Previous 586,983
1.6%
Holding current value
$28.1 Million
Previous $27.6 Million
1.89%
% of portfolio
2.97%
Previous 2.99%
Shares
5 transactions
Others Institutions Holding UITB
# of Institutions
133Shares Held
48.3MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$850 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$264 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$140 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million3.53% of portfolio
-
Bogart Wealth, LLC1.87MShares$88.2 Million3.8% of portfolio