Perigon Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,925 shares of UITB stock, worth $378,022. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,925
Previous 7,922 0.04%
Holding current value
$378,022
Previous $372,000 1.08%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$46.38 - $47.74 $139 - $143
3 Added 0.04%
7,925 $376,000
Q2 2025

Jul 15, 2025
BUY
$45.95 - $47.33 $81,285 - $83,726
1,769 Added 28.75%
7,922 $372,000
Q1 2025

Apr 23, 2025
BUY
$45.41 - $47.18 $36,010 - $37,413
793 Added 14.79%
6,153 $288,000
Q4 2024

Jan 22, 2025
BUY
$45.83 - $48.07 $245,648 - $257,655
5,360 New
5,360 $246,000

Others Institutions Holding UITB

# of Institutions
136
Shares Held
47.5M
Call Options Held
0
Put Options Held
0
View Full List

About USAA ETF TR CORE INTERMEDIATE

UITB Quotes by TradingView
  • Ticker UITB
  • Sector ETFs
  • Industry ETFs
More about UITB
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