Mission Wealth Management, LP Usaa ETF Tr Core Intermediate Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Mission Wealth Management, LP holds 4,889 shares of UITB stock, worth $226,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,889
Previous 4,889
-0.0%
Holding current value
$226,360
Previous $234,000
4.27%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
121Shares Held
47.1MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$847 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$299 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$107 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$99.8 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.5 Million3.85% of portfolio