Patriot Financial Group Insurance Agency, LLC Usaa ETF Tr Core Intermediate Transaction History
Patriot Financial Group Insurance Agency, LLC
- $685 Million
- Q1 2025
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 23,980 shares of UITB stock, worth $1.12 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
23,980
Previous 31,118
22.94%
Holding current value
$1.12 Million
Previous $1.43 Million
21.54%
% of portfolio
0.16%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding UITB
# of Institutions
123Shares Held
47.7MCall 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