Resource Planning Group Usaa ETF Tr Core Intermediate Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Resource Planning Group holds 6,101 shares of UITB stock, worth $283,635. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,101
Previous 6,101
-0.0%
Holding current value
$283,635
Previous $271,000
5.54%
% of portfolio
0.18%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
124Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$840 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$261 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$138 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$113 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$83.8 Million4.01% of portfolio