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 $1.43 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
31,118
Previous 142,327
78.14%
Holding current value
$1.43 Million
Previous $6.82 Million
79.04%
% of portfolio
0.2%
Previous 0.95%
Shares
8 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
46.7MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$840 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$296 Million0.06% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$98.9 Million3.36% of portfolio
-
Morgan Stanley New York, NY2.11MShares$96.9 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$80.8 Million3.85% of portfolio