New Edge Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History

New Edge Wealth, LLC

  • $5.97 Billion
  • Q2 2025

A detailed history of New Edge Wealth, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, New Edge Wealth, LLC holds 41,588 shares of UITB stock, worth $1.98 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
41,588
Previous 47,253 11.99%
Holding current value
$1.98 Million
Previous $2.22 Million 11.77%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 11, 2025
SELL
$45.95 - $47.33 $260,306 - $268,124
-5,665 Reduced 11.99%
41,588 $1.96 Million
Q1 2025

May 09, 2025
BUY
$45.41 - $47.18 $185,454 - $192,683
4,084 Added 9.46%
47,253 $2.22 Million
Q4 2024

Feb 04, 2025
BUY
$45.83 - $48.07 $21,540 - $22,592
470 Added 1.1%
43,169 $1.98 Million
Q3 2024

Nov 12, 2024
BUY
$45.71 - $48.29 $1.95 Million - $2.06 Million
42,699 New
42,699 $2.05 Million

Others Institutions Holding UITB

# of Institutions
136
Shares Held
47.7M
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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email