Northeast Planning Associates, Inc. / Nh / Usaa ETF Tr Core Intermediate Transaction History
Northeast Planning Associates, Inc. / Nh /
- $109 Billion
- Q2 2025
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 166,626 shares of UITB stock, worth $7.95 Million. This represents 7.22% of its overall portfolio holdings.
Number of Shares
166,626
Previous 158,115
5.38%
Holding current value
$7.95 Million
Previous $7.42 Billion
5.67%
% of portfolio
7.22%
Previous 6.16%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
136Shares Held
46.3MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$702 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$242 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.24MShares$154 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million11.84% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$90.3 Million0.03% of portfolio