Planning Directions Inc Usaa ETF Tr Core Intermediate Transaction History
Planning Directions Inc
- $175 Million
- Q2 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 227,341 shares of UITB stock, worth $10.8 Million. This represents 6.12% of its overall portfolio holdings.
Number of Shares
227,341
Previous 228,823
0.65%
Holding current value
$10.8 Million
Previous $10.7 Million
0.37%
% of portfolio
6.12%
Previous 4.64%
Shares
5 transactions
Others Institutions Holding UITB
# of Institutions
134Shares Held
46.1MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$701 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$242 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.24MShares$154 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million11.84% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$90.2 Million0.03% of portfolio