Envision Financial LLC Usaa ETF Tr Core Intermediate Transaction History
Envision Financial LLC
- $174 Billion
- Q3 2025
A detailed history of Envision Financial LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Envision Financial LLC holds 196,169 shares of UITB stock, worth $9.29 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
196,169
Previous 149,516
31.2%
Holding current value
$9.29 Million
Previous $7.04 Billion
32.46%
% of portfolio
5.34%
Previous 4.69%
Shares
4 transactions
Others Institutions Holding UITB
# of Institutions
145Shares Held
50.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$698 Million0.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$265 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.7MShares$175 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million8.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$92.1 Million0.03% of portfolio