Foundations Investment Advisors, LLC Usaa ETF Tr Core Intermediate Transaction History
Foundations Investment Advisors, LLC
- $4.87 Billion
- Q4 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 26,792 shares of UITB stock, worth $1.25 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
26,792
Previous 23,205
15.46%
Holding current value
$1.25 Million
Previous $1.11 Million
10.7%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding UITB
# of Institutions
123Shares Held
47.6MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$854 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$301 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$108 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$101 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$82.2 Million3.85% of portfolio