Atlantic Edge Private Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Atlantic Edge Private Wealth Management, LLC
- $299 Billion
- Q2 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 233,469 shares of UITB stock, worth $10.9 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
233,469
Previous 233,880
0.18%
Holding current value
$10.9 Million
Previous $10.8 Billion
0.97%
% of portfolio
3.59%
Previous 3.73%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
111Shares Held
42.6MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$856 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.59MShares$308 Million0.06% of portfolio
-
United Services Automobile Association San Antonio, TX2.31MShares$108 Million2.7% of portfolio
-
Orion Portfolio Solutions, LLC1.64MShares$76.7 Million0.84% of portfolio
-
Morgan Stanley New York, NY1.54MShares$71.9 Million0.01% of portfolio