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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025

SELL
$45.41 - $47.18 $155,847 - $161,921
-3,432 Reduced 24.38%
10,648 $498,000
Q4 2024

Mar 17, 2025

SELL
$45.83 - $48.07 $125,895 - $132,048
-2,747 Reduced 16.32%
14,080 $647,000
Q3 2024

Oct 23, 2024

BUY
$45.71 - $48.29 $119,394 - $126,133
2,612 Added 18.37%
16,827 $806,000
Q2 2024

Jul 16, 2024

BUY
$45.08 - $46.44 $236,399 - $243,531
5,244 Added 58.46%
14,215 $654,000
Q1 2024

Apr 15, 2024

SELL
$45.85 - $47.11 $26,776 - $27,512
-584 Reduced 6.11%
8,971 $416,000
Q4 2023

Jan 30, 2024

BUY
$43.37 - $47.09 $62,366 - $67,715
1,438 Added 17.72%
9,555 $448,000
Q3 2023

Nov 13, 2023

BUY
$44.41 - $46.28 $360,475 - $375,654
8,117 New
8,117 $361,000

Others Institutions Holding UITB

About USAA ETF TR CORE INTERMEDIATE


  • Ticker UITB
  • Sector ETFs
  • Industry ETFs
More about UITB
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.