Pinnacle Wealth Management Group, Inc. Usaa ETF Tr Core Intermediate Transaction History
Pinnacle Wealth Management Group, Inc.
- $148 Million
- Q2 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 175,963 shares of UITB stock, worth $8.26 Million. This represents 5.61% of its overall portfolio holdings.
Number of Shares
175,963
Previous 168,855
4.21%
Holding current value
$8.26 Million
Previous $7.91 Million
4.74%
% of portfolio
5.61%
Previous 6.65%
Shares
4 transactions
Others Institutions Holding UITB
# of Institutions
132Shares Held
48.6MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$848 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$263 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$139 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million3.53% of portfolio
-
Bogart Wealth, LLC1.87MShares$88 Million3.8% of portfolio