Northeast Planning Associates, Inc. / Nh / Usaa ETF Tr Core Intermediate Transaction History
Northeast Planning Associates, Inc. / Nh /
- $96.6 Billion
- Q4 2024
A detailed history of Northeast Planning Associates, Inc. / Nh / transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Northeast Planning Associates, Inc. / Nh / holds 157,570 shares of UITB stock, worth $7.38 Million. This represents 7.5% of its overall portfolio holdings.
Number of Shares
157,570Holding current value
$7.38 Million% of portfolio
7.5%Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
123Shares Held
47.6MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$857 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$82.4 Million3.85% of portfolio