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
126Shares Held
46.9MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$849 Million0.92% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$263 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.97MShares$140 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$114 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$84.6 Million4.01% of portfolio