Atlantic Edge Private Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Atlantic Edge Private Wealth Management, LLC
- $323 Billion
- Q4 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 252,423 shares of UITB stock, worth $11.8 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
252,423
Previous 246,564
2.38%
Holding current value
$11.8 Million
Previous $11.8 Billion
1.83%
% of portfolio
3.59%
Previous 3.6%
Shares
4 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$857 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$302 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$108 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$101 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$82.4 Million3.85% of portfolio