A detailed history of Creative Planning transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Creative Planning holds 4,807 shares of UITB stock, worth $224,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,807
Previous 5,420 11.31%
Holding current value
$224,486
Previous $249,000 7.63%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$45.71 - $48.29 $28,020 - $29,601
-613 Reduced 11.31%
4,807 $230,000
Q2 2024

Aug 15, 2024

BUY
$45.08 - $46.44 $19,880 - $20,480
441 Added 8.86%
5,420 $249,000
Q1 2024

May 10, 2024

SELL
$45.85 - $47.11 $55,111 - $56,626
-1,202 Reduced 19.45%
4,979 $230,000
Q4 2023

Feb 14, 2024

SELL
$43.37 - $47.09 $28,884 - $31,361
-666 Reduced 9.73%
6,181 $289,000
Q3 2023

Nov 16, 2023

SELL
$44.41 - $46.28 $315,843 - $329,143
-7,112 Reduced 50.95%
6,847 $304,000
Q2 2023

Jul 21, 2023

BUY
$45.79 - $47.17 $639,182 - $658,446
13,959 New
13,959 $642,000

Others Institutions Holding UITB

About USAA ETF TR CORE INTERMEDIATE


  • Ticker UITB
  • Sector ETFs
  • Industry ETFs
More about UITB
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