Envision Financial LLC Usaa ETF Tr Core Intermediate Transaction History
Envision Financial LLC
- $189 Billion
- Q4 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 230,256 shares of UITB stock, worth $10.9 Million. This represents 5.76% of its overall portfolio holdings.
Number of Shares
230,256
Previous 196,169
17.38%
Holding current value
$10.9 Million
Previous $9.32 Billion
16.97%
% of portfolio
5.76%
Previous 5.34%
Shares
5 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