Planning Directions Inc Usaa ETF Tr Core Intermediate Transaction History
Planning Directions Inc
- $170 Million
- Q4 2024
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 216,995 shares of UITB stock, worth $10 Million. This represents 5.87% of its overall portfolio holdings.
Number of Shares
216,995
Previous 167,322
29.69%
Holding current value
$10 Million
Previous $8.02 Million
24.37%
% of portfolio
5.87%
Previous 4.9%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
121Shares Held
47.1MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$847 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$299 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$107 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$99.8 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.5 Million3.85% of portfolio