Planning Directions Inc Usaa ETF Tr Core Intermediate Transaction History
Planning Directions Inc
- $232 Million
- Q1 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 228,823 shares of UITB stock, worth $10.7 Million. This represents 4.64% of its overall portfolio holdings.
Number of Shares
228,823
Previous 216,995
5.45%
Holding current value
$10.7 Million
Previous $9.97 Million
7.69%
% of portfolio
4.64%
Previous 5.87%
Shares
4 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