Northeast Planning Associates, Inc. / Nh / Usaa ETF Tr Core Intermediate Transaction History
Northeast Planning Associates, Inc. / Nh /
- $120 Billion
- Q1 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 158,115 shares of UITB stock, worth $7.41 Million. This represents 6.16% of its overall portfolio holdings.
Number of Shares
158,115
Previous 157,570
0.35%
Holding current value
$7.41 Million
Previous $7.24 Billion
2.49%
% of portfolio
6.16%
Previous 7.5%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$847 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$263 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$139 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$84.5 Million4.01% of portfolio