Wealth Enhancement Advisory Services, LLC Usaa ETF Tr Core Intermediate Transaction History
Wealth Enhancement Advisory Services, LLC
- $46.2 Billion
- Q4 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 16,827 shares of UITB stock, worth $778,921. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,827
Previous 16,827
-0.0%
Holding current value
$778,921
Previous $806,000
4.09%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall 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$99.7 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.5 Million3.85% of portfolio