Householder Group Estate & Retirement Specialist, LLC Usaa ETF Tr Core Intermediate Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$44.41 - $46.28 $9,326 - $9,718	210 New	210 $9,000

Others Institutions Holding UITB

# of Institutions

121

Shares Held

47.1M

Call Options Held

Put Options Held

Victory Capital Management Inc

18.3M
Shares

$847 Million
0.88% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.45M
Shares

$299 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$107 Million
0.01% of portfolio
United Services Automobile Association San Antonio, TX

2.15M
Shares

$99.8 Million
3.36% of portfolio
Bogart Wealth, LLC

1.76M
Shares

$81.5 Million
3.85% of portfolio

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