Strategic Planning Group, LLC Usaa ETF Tr Core Intermediate Transaction History

Strategic Planning Group, LLC

$544 Billion
Q4 2024

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 29,609 shares of UITB stock, worth $1.38 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

29,609

Previous 22,956 28.98%

Holding current value

$1.38 Million

Previous $1.1 Billion 23.68%

% of portfolio

0.25%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$45.83 - $48.07 $304,906 - $319,809	6,653 Added 28.98%	29,609 $1.36 Billion
Q3 2024 Oct 16, 2024	BUY	$45.71 - $48.29 $19,609 - $20,716	429 Added 1.9%	22,956 $1.1 Billion
Q2 2024 Aug 02, 2024	BUY	$45.08 - $46.44 $47,198 - $48,622	1,047 Added 4.87%	22,527 $1.04 Billion
Q1 2024 Apr 12, 2024	SELL	$45.85 - $47.11 $235,210 - $241,674	-5,130 Reduced 19.28%	21,480 $996 Million
Q4 2023 Apr 11, 2024	BUY	$43.37 - $47.09 $1.15 Million - $1.25 Million	26,610 New	26,610 $1.25 Billion

Others Institutions Holding UITB

# of Institutions

122

Shares Held

47.5M

Call Options Held

Put Options Held

View Full List

About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

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Strategic Planning Group, LLC Usaa ETF Tr Core Intermediate Transaction History