Insight Wealth Partners, LLC Usaa ETF Tr Core Intermediate Transaction History
Insight Wealth Partners, LLC
- $723 Million
- Q4 2024
A detailed history of Insight Wealth Partners, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 96,719 shares of UITB stock, worth $4.54 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
96,719
Previous 124,491
22.31%
Holding current value
$4.54 Million
Previous $5.97 Million
25.49%
% of portfolio
0.61%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$858 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$303 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$109 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$101 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$82.6 Million3.85% of portfolio