Fortitude Advisory Group L.L.C. Usaa ETF Tr Core Intermediate Transaction History

Fortitude Advisory Group L.L.C.

$157 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$46.18 - $49.56 $55,277 - $59,323	-1,197 Closed	0 $0
Q4 2021 May 20, 2022	BUY	$52.8 - $53.71 $63,201 - $64,290	1,197 New	1,197 $63,000

Others Institutions Holding UITB

# of Institutions

115

Shares Held

43.8M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

18.3M
Shares

$838 Million
0.89% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.57M
Shares

$301 Million
0.06% of portfolio
United Services Automobile Association San Antonio, TX

2.15M
Shares

$98.7 Million
2.66% of portfolio
Morgan Stanley New York, NY

2.11M
Shares

$96.8 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

1.57M
Shares

$72.1 Million
0.8% of portfolio

About USAA ETF TR CORE INTERMEDIATE

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