Cornerstone Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Cornerstone Wealth Management, LLC
- $1.44 Billion
- Q4 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 16,168 shares of UITB stock, worth $756,985. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,168
Previous 15,201
6.36%
Holding current value
$756,985
Previous $728,000
2.06%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
123Shares Held
47.6MCall 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