Wealth Advisory Team LLC Usaa ETF Tr Core Intermediate Transaction History
Wealth Advisory Team LLC
- $107 Billion
- Q2 2025
A detailed history of Wealth Advisory Team LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Wealth Advisory Team LLC holds 128,176 shares of UITB stock, worth $5.99 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
128,176Holding current value
$5.99 Million% of portfolio
5.64%Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
127Shares Held
47.3MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.1MShares$845 Million0.92% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.61MShares$262 Million0.05% of portfolio
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Morgan Stanley New York, NY2.97MShares$139 Million0.01% of portfolio
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United Services Automobile Association San Antonio, TX2.42MShares$113 Million3.53% of portfolio
-
Bogart Wealth, LLC1.8MShares$84.2 Million4.01% of portfolio