Fortem Financial Group, LLC Usaa ETF Tr Core Intermediate Transaction History
Fortem Financial Group, LLC
- $226 Million
- Q2 2024
A detailed history of Fortem Financial Group, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Fortem Financial Group, LLC holds 59,422 shares of UITB stock, worth $2.78 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
59,422
Previous 59,798
0.63%
Holding current value
$2.78 Million
Previous $2.77 Million
1.41%
% of portfolio
1.21%
Previous 1.25%
Shares
3 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