Pinnacle Wealth Management Group, Inc. Usaa ETF Tr Core Intermediate Transaction History
Pinnacle Wealth Management Group, Inc.
- $119 Million
- Q1 2025
A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 168,855 shares of UITB stock, worth $7.92 Million. This represents 6.65% of its overall portfolio holdings.
Number of Shares
168,855
Previous 161,281
4.7%
Holding current value
$7.92 Million
Previous $7.41 Million
6.68%
% of portfolio
6.65%
Previous 5.49%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
121Shares Held
47.1MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$847 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$303 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$108 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$101 Million3.36% of portfolio
-
Bogart Wealth, LLC1.8MShares$84.5 Million4.01% of portfolio