Wealth Enhancement Advisory Services, LLC Usaa ETF Tr Core Intermediate Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
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 10,648 shares of UITB stock, worth $494,173. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,648
Previous 14,080
24.38%
Holding current value
$494,173
Previous $647,000
23.03%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding UITB
# of Institutions
120Shares Held
47.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$849 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$100 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.7 Million3.85% of portfolio