Patriot Financial Group Insurance Agency, LLC Usaa ETF Tr Core Intermediate Transaction History
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 142,327 shares of UITB stock, worth $6.53 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
142,327
Previous 137,488
3.52%
Holding current value
$6.53 Million
Previous $6.33 Million
7.84%
% of portfolio
0.95%
Previous 0.95%
Shares
7 transactions
Others Institutions Holding UITB
# of Institutions
115Shares Held
43.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$839 Million0.89% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.57MShares$302 Million0.06% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$98.8 Million2.66% of portfolio
-
Morgan Stanley New York, NY2.11MShares$96.9 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC1.57MShares$72.2 Million0.8% of portfolio