Sonora Investment Management Group, LLC Usaa ETF Tr Core Intermediate Transaction History

Sonora Investment Management Group, LLC

$1.18 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$43.37 - $47.09 $709,750 - $770,627	16,365 New	16,365 $767,000

Others Institutions Holding UITB

# of Institutions

115

Shares Held

43.8M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

18.3M
Shares

$857 Million
0.89% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.57M
Shares

$308 Million
0.06% of portfolio
United Services Automobile Association San Antonio, TX

2.15M
Shares

$101 Million
2.66% of portfolio
Morgan Stanley New York, NY

2.11M
Shares

$99 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

1.57M
Shares

$73.7 Million
0.8% of portfolio

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