Pathway Financial Advisors LLC Usaa ETF Tr Core Intermediate Transaction History
Pathway Financial Advisors LLC
- $517 Million
- Q1 2025
A detailed history of Pathway Financial Advisors LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Pathway Financial Advisors LLC holds 158,504 shares of UITB stock, worth $7.32 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
158,504
Previous 140,353
12.93%
Holding current value
$7.32 Million
Previous $6.45 Million
15.07%
% of portfolio
1.43%
Previous 1.53%
Shares
6 transactions
Others Institutions Holding UITB
# of Institutions
121Shares Held
47.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$845 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$298 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$107 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$99.5 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.3 Million3.85% of portfolio