Strategic Planning Group, LLC Usaa ETF Tr Core Intermediate Transaction History
Strategic Planning Group, LLC
- $616 Billion
- Q2 2025
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 36,683 shares of UITB stock, worth $1.72 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
36,683
Previous 34,243
7.13%
Holding current value
$1.72 Million
Previous $1.61 Billion
7.42%
% of portfolio
0.28%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding UITB
# of Institutions
135Shares Held
46.7MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$691 Million0.48% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.08MShares$238 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.24MShares$152 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million11.84% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$88.9 Million0.03% of portfolio