Avaii Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History

Avaii Wealth Management, LLC

  • $171 Million
  • Q1 2025

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 9,034 shares of UITB stock, worth $423,062. This represents 0.25% of its overall portfolio holdings.

Number of Shares
9,034
Previous 8,432 7.14%
Holding current value
$423,062
Previous $387,000 9.3%
% of portfolio
0.25%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$45.41 - $47.18 $27,336 - $28,402
602 Added 7.14%
9,034 $423,000
Q4 2024

Jan 21, 2025
BUY
$45.83 - $48.07 $66,590 - $69,845
1,453 Added 20.82%
8,432 $387,000
Q3 2024

Oct 16, 2024
BUY
$45.71 - $48.29 $64,999 - $68,668
1,422 Added 25.59%
6,979 $334,000
Q2 2024

Jul 31, 2024
BUY
$45.08 - $46.44 $250,509 - $258,067
5,557 New
5,557 $255,000

Others Institutions Holding UITB

# of Institutions
120
Shares Held
47.8M
Call Options Held
0
Put Options Held
0
View Full List

About USAA ETF TR CORE INTERMEDIATE

UITB Quotes by TradingView
  • Ticker UITB
  • Sector ETFs
  • Industry ETFs
More about UITB
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