Morton Brown Family Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$45.08 - $46.44 $28,941 - $29,814	642 New	642 $29,000

Others Institutions Holding UITB

# of Institutions

112

Shares Held

42.8M

Call Options Held

0

Put Options Held

0

Victory Capital Management Inc

18.3M
Shares

$856 Million
0.88% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.59M
Shares

$308 Million
0.06% of portfolio
United Services Automobile Association San Antonio, TX

2.31M
Shares

$108 Million
2.7% of portfolio
Orion Portfolio Solutions, LLC

1.64M
Shares

$76.7 Million
0.84% of portfolio
Morgan Stanley New York, NY

1.54M
Shares

$71.9 Million
0.01% of portfolio

About USAA ETF TR CORE INTERMEDIATE

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