Planning Directions Inc Usaa ETF Tr Core Intermediate Transaction History
Planning Directions Inc
- $188 Million
- Q3 2025
A detailed history of Planning Directions Inc transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Planning Directions Inc holds 241,373 shares of UITB stock, worth $11.4 Million. This represents 6.1% of its overall portfolio holdings.
Number of Shares
241,373
Previous 227,341
6.17%
Holding current value
$11.4 Million
Previous $10.7 Million
7.2%
% of portfolio
6.1%
Previous 6.12%
Shares
6 transactions
Others Institutions Holding UITB
# of Institutions
146Shares Held
50.4MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$698 Million0.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$265 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.7MShares$175 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million8.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$92.1 Million0.03% of portfolio