Planning Directions Inc Usaa ETF Tr Core Intermediate Transaction History
Planning Directions Inc
- $164 Million
- Q3 2024
A detailed history of Planning Directions Inc transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Planning Directions Inc holds 167,322 shares of UITB stock, worth $7.69 Million. This represents 4.9% of its overall portfolio holdings.
Number of Shares
167,322
Previous 32,411
416.25%
Holding current value
$7.69 Million
Previous $1.49 Million
437.83%
% of portfolio
4.9%
Previous 1.04%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
115Shares Held
43.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$840 Million0.89% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.57MShares$302 Million0.06% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$99 Million2.66% of portfolio
-
Morgan Stanley New York, NY2.11MShares$97 Million0.01% of portfolio
-
Orion Portfolio Solutions, LLC1.57MShares$72.2 Million0.8% of portfolio