Strategic Planning Group, LLC Usaa ETF Tr Core Intermediate Transaction History
Strategic Planning Group, LLC
- $544 Billion
- Q4 2024
A detailed history of Strategic Planning Group, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Strategic Planning Group, LLC holds 29,609 shares of UITB stock, worth $1.37 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
29,609
Previous 22,956
28.98%
Holding current value
$1.37 Million
Previous $1.1 Billion
23.68%
% of portfolio
0.25%
Previous 0.22%
Shares
5 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