Personal Cfo Solutions, LLC Usaa ETF Tr Core Intermediate Transaction History

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 10,268 shares of UITB stock, worth $486,497. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,268
Previous 12,107 15.19%
Holding current value
$486,497
Previous $568,000 14.26%
% of portfolio
0.09%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$46.38 - $47.74 $85,292 - $87,793
-1,839 Reduced 15.19%
10,268 $487,000
Q1 2025

Apr 30, 2025
SELL
$45.41 - $47.18 $5.18 Million - $5.38 Million
-114,068 Reduced 90.4%
12,107 $568,000
Q4 2024

Feb 07, 2025
SELL
$45.83 - $48.07 $46,471 - $48,742
-1,014 Reduced 0.8%
126,175 $5.8 Million
Q3 2024

Nov 14, 2024
BUY
$45.71 - $48.29 $67,285 - $71,082
1,472 Added 1.17%
127,189 $6.1 Million
Q2 2024

Aug 09, 2024
BUY
$45.08 - $46.44 $184,016 - $189,568
4,082 Added 3.36%
125,717 $5.78 Million
Q1 2024

May 13, 2024
BUY
$45.85 - $47.11 $5.58 Million - $5.73 Million
121,635 New
121,635 $5.64 Million

Others Institutions Holding UITB

# of Institutions
145
Shares Held
50.5M
Call Options Held
0
Put Options Held
0
View Full List

About USAA ETF TR CORE INTERMEDIATE

UITB Quotes by TradingView
  • Ticker UITB
  • Sector ETFs
  • Industry ETFs
More about UITB
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