Avaii Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Avaii Wealth Management, LLC
- $178 Million
- Q3 2024
A detailed history of Avaii Wealth Management, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 6,979 shares of UITB stock, worth $325,919. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,979
Previous 5,557
25.59%
Holding current value
$325,919
Previous $255,000
30.98%
% of portfolio
0.19%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
112Shares Held
42.8MCall 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