Integrated Wealth Concepts LLC Usaa ETF Tr Core Intermediate Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 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 29,523 shares of UITB stock, worth $1.38 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
29,523
Previous 18,670 58.13%
Holding current value
$1.38 Million
Previous $894,000 51.68%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$45.83 - $48.07 $497,392 - $521,703
10,853 Added 58.13%
29,523 $1.36 Million
Q3 2024

Nov 14, 2024
BUY
$45.71 - $48.29 $120,354 - $127,147
2,633 Added 16.42%
18,670 $894,000
Q2 2024

Aug 14, 2024
BUY
$45.08 - $46.44 $127,531 - $131,378
2,829 Added 21.42%
16,037 $737,000
Q1 2024

May 15, 2024
BUY
$45.85 - $47.11 $605,586 - $622,228
13,208 New
13,208 $612,000

Others Institutions Holding UITB

# of Institutions
122
Shares Held
47.5M
Call Options Held
0
Put Options Held
0
View Full List

About USAA ETF TR CORE INTERMEDIATE

UITB Quotes by TradingView
  • Ticker UITB
  • Sector ETFs
  • Industry ETFs
More about UITB
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