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

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 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 7,922 shares of UITB stock, worth $371,937. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,922
Previous 6,153 28.75%
Holding current value
$371,937
Previous $288,000 29.17%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
133
Shares Held
48.3M
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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