Integrated Wealth Concepts LLC Usaa ETF Tr Core Intermediate Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 16,037 shares of UITB stock, worth $748,927. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,037
Previous 13,208
21.42%
Holding current value
$748,927
Previous $612,000
20.42%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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