Morton Brown Family Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$45.08 - $46.44 $28,941 - $29,814	642 New	642 $29,000

Others Institutions Holding UITB

# of Institutions

119

Shares Held

44.8M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

18.3M
Shares

$846 Million
0.89% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.57M
Shares

$304 Million
0.06% of portfolio
United Services Automobile Association San Antonio, TX

2.15M
Shares

$99.6 Million
2.66% of portfolio
Morgan Stanley New York, NY

2.11M
Shares

$97.7 Million
0.01% of portfolio
Bogart Wealth, LLC

1.76M
Shares

$81.4 Million
3.85% of portfolio

About USAA ETF TR CORE INTERMEDIATE

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