Personal Cfo Solutions, LLC Usaa ETF Tr Core Intermediate Transaction History
Personal Cfo Solutions, LLC
- $704 Million
- Q3 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 127,189 shares of UITB stock, worth $5.85 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
127,189
Previous 125,717
1.17%
Holding current value
$5.85 Million
Previous $5.78 Million
5.39%
% of portfolio
0.87%
Previous 0.91%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
115Shares Held
43.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$841 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$99.1 Million2.66% of portfolio
-
Morgan Stanley New York, NY2.11MShares$97.1 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC1.57MShares$72.3 Million0.8% of portfolio