Personal Cfo Solutions, LLC Usaa ETF Tr Core Intermediate Transaction History

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025

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 12,107 shares of UITB stock, worth $577,503. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,107
Previous 126,175 90.4%
Holding current value
$577,503
Previous $5.8 Million 90.21%
% of portfolio
0.12%
Previous 1.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$45.41 - $47.18 $5.18 Million - $5.38 Million
-114,068 Reduced 90.4%
12,107 $568,000
Q4 2024

Feb 07, 2025
SELL
$45.83 - $48.07 $46,471 - $48,742
-1,014 Reduced 0.8%
126,175 $5.8 Million
Q3 2024

Nov 14, 2024
BUY
$45.71 - $48.29 $67,285 - $71,082
1,472 Added 1.17%
127,189 $6.1 Million
Q2 2024

Aug 09, 2024
BUY
$45.08 - $46.44 $184,016 - $189,568
4,082 Added 3.36%
125,717 $5.78 Million
Q1 2024

May 13, 2024
BUY
$45.85 - $47.11 $5.58 Million - $5.73 Million
121,635 New
121,635 $5.64 Million

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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