Pensionmark Financial Group, LLC Usaa ETF Tr Core Intermediate Transaction History
Pensionmark Financial Group, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Pensionmark Financial Group, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 16,118 shares of UITB stock, worth $763,670. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,118
Previous 14,699
9.65%
Holding current value
$763,670
Previous $691,000
10.71%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding UITB
# of Institutions
151Shares Held
51.2MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc14.7MShares$698 Million0.46% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$265 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.7MShares$175 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.42MShares$115 Million8.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.94MShares$92.1 Million0.03% of portfolio