Captrust Financial Advisors Usaa ETF Tr Core Intermediate Transaction History

Captrust Financial Advisors

$30.9 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$45.26 - $47.34 $810,199 - $847,433	17,901 New	17,901 $835,000
Q2 2022 Aug 16, 2022	BUY	$46.18 - $49.56 $826,668 - $887,173	17,901 New	17,901 $18,000

Others Institutions Holding UITB

# of Institutions

112

Shares Held

42.8M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

18.3M
Shares

$856 Million
0.88% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.59M
Shares

$308 Million
0.06% of portfolio
United Services Automobile Association San Antonio, TX

2.31M
Shares

$108 Million
2.7% of portfolio
Orion Portfolio Solutions, LLC

1.64M
Shares

$76.7 Million
0.84% of portfolio
Morgan Stanley New York, NY

1.54M
Shares

$71.9 Million
0.01% of portfolio

About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

More about UITB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.