New Edge Wealth, LLC Usaa ETF Tr Core Intermediate Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
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 43,169 shares of UITB stock, worth $2.02 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
43,169
Previous 42,699
1.1%
Holding current value
$2.02 Million
Previous $2.05 Million
3.03%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$858 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$302 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$82.5 Million3.85% of portfolio