Bogart Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,760,244 shares of UITB stock, worth $81.8 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
1,760,244
Previous 1,286,125 36.86%
Holding current value
$81.8 Million
Previous $61.6 Million 31.24%
% of portfolio
3.85%
Previous 2.93%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$45.83 - $48.07 $21.7 Million - $22.8 Million
474,119 Added 36.86%
1,760,244 $80.9 Million
Q3 2024

Oct 22, 2024
BUY
$45.71 - $48.29 $906,749 - $957,928
19,837 Added 1.57%
1,286,125 $61.6 Million
Q2 2024

Jul 31, 2024
BUY
$45.08 - $46.44 $723,939 - $745,779
16,059 Added 1.28%
1,266,288 $58.3 Million
Q1 2024

Apr 25, 2024
BUY
$45.85 - $47.11 $34.7 Million - $35.7 Million
757,323 Added 153.64%
1,250,229 $58 Million
Q4 2023

Feb 06, 2024
BUY
$43.37 - $47.09 $17.1 Million - $18.5 Million
393,722 Added 396.96%
492,906 $23.1 Million
Q3 2023

Oct 30, 2023
BUY
$44.41 - $46.28 $4.4 Million - $4.59 Million
99,127 Added 173907.02%
99,184 $4.42 Million
Q2 2022

Jul 22, 2022
BUY
$46.18 - $49.56 $46 - $49
1 Added 1.79%
57 $3,000
Q1 2022

Apr 22, 2022
SELL
$49.28 - $52.67 $5,470 - $5,846
-111 Reduced 66.47%
56 $3,000
Q4 2021

Jan 19, 2022
BUY
$52.8 - $53.71 $8,817 - $8,969
167 New
167 $9,000

Others Institutions Holding UITB

# of Institutions
122
Shares Held
47.5M
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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