Personal Cfo Solutions, LLC Usaa ETF Tr Core Intermediate Transaction History
Personal Cfo Solutions, LLC
- $600 Million
- Q1 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 121,635 shares of UITB stock, worth $5.6 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
121,635Holding current value
$5.6 Million% of portfolio
0.94%Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
91Shares Held
39.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc19.5MShares$897 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.66MShares$307 Million0.07% of portfolio
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United Services Automobile Association San Antonio, TX2.2MShares$101 Million2.53% of portfolio
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Orion Portfolio Solutions, LLC1.7MShares$78.4 Million0.89% of portfolio
-
Bogart Wealth, LLC1.25MShares$57.5 Million2.96% of portfolio