New Edge Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History
New Edge Wealth, LLC
- $6.58 Billion
- Q3 2025
A detailed history of New Edge Wealth, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, New Edge Wealth, LLC holds 40,430 shares of UITB stock, worth $1.92 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
40,430
Previous 41,588
2.78%
Holding current value
$1.92 Million
Previous $1.96 Million
1.84%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding UITB
# of Institutions
145Shares Held
50.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$698 Million0.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$265 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.7MShares$175 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million8.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$92.1 Million0.03% of portfolio