Patriot Financial Group Insurance Agency, LLC Usaa ETF Tr Core Intermediate Transaction History
Patriot Financial Group Insurance Agency, LLC
- $704 Million
- Q4 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 31,118 shares of UITB stock, worth $1.44 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
31,118
Previous 142,327
78.14%
Holding current value
$1.44 Million
Previous $6.82 Million
79.04%
% of portfolio
0.2%
Previous 0.95%
Shares
8 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