Marks Group Wealth Management, Inc Usaa ETF Tr Core Intermediate Transaction History
Marks Group Wealth Management, Inc
- $967 Million
- Q4 2024
A detailed history of Marks Group Wealth Management, Inc transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 10,676 shares of UITB stock, worth $498,355. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,676
Previous 9,093
17.41%
Holding current value
$498,355
Previous $435,000
12.64%
% of portfolio
0.05%
Previous 0.04%
Shares
3 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