Strategic Planning Group, LLC Usaa ETF Tr Core Intermediate Transaction History
Strategic Planning Group, LLC
- $400 Billion
- Q1 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 21,480 shares of UITB stock, worth $994,523. This represents 0.25% of its overall portfolio holdings.
Number of Shares
21,480
Previous 26,610
19.28%
Holding current value
$994,523
Previous $1.25 Billion
20.19%
% of portfolio
0.25%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
91Shares Held
39.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc19.5MShares$902 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.66MShares$309 Million0.07% of portfolio
-
United Services Automobile Association San Antonio, TX2.2MShares$102 Million2.53% of portfolio
-
Orion Portfolio Solutions, LLC1.7MShares$78.9 Million0.89% of portfolio
-
Bogart Wealth, LLC1.25MShares$57.9 Million2.96% of portfolio