Creative Planning Usaa ETF Tr Core Intermediate Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Creative Planning holds 9,082 shares of UITB stock, worth $425,764. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,082
Previous 4,807
88.93%
Holding current value
$425,764
Previous $230,000
81.3%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$858 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$82.5 Million3.85% of portfolio