New Edge Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History
New Edge Wealth, LLC
- $5.35 Billion
- Q1 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 47,253 shares of UITB stock, worth $2.2 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
47,253
Previous 43,169
9.46%
Holding current value
$2.2 Million
Previous $1.98 Million
11.79%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$842 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$261 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$138 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$113 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$83.9 Million4.01% of portfolio