Ever Source Wealth Advisors, LLC Usaa ETF Tr Core Intermediate Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 968 shares of UITB stock, worth $45,205. This represents 0.0% of its overall portfolio holdings.
Number of Shares
968
Previous 959
0.94%
Holding current value
$45,205
Previous $44,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding UITB
# of Institutions
112Shares Held
42.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$856 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.59MShares$308 Million0.06% of portfolio
-
United Services Automobile Association San Antonio, TX2.31MShares$108 Million2.7% of portfolio
-
Orion Portfolio Solutions, LLC1.64MShares$76.7 Million0.84% of portfolio
-
Morgan Stanley New York, NY1.54MShares$71.9 Million0.01% of portfolio