Alliance Wealth Advisors, LLC Usaa ETF Tr Core Intermediate Transaction History
Alliance Wealth Advisors, LLC
- $189 Million
- Q1 2025
A detailed history of Alliance Wealth Advisors, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 501,145 shares of UITB stock, worth $23.3 Million. This represents 12.41% of its overall portfolio holdings.
Number of Shares
501,145
Previous 494,614
1.32%
Holding current value
$23.3 Million
Previous $22.7 Million
3.24%
% of portfolio
12.41%
Previous 12.01%
Shares
8 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