Planning Directions Inc Usaa ETF Tr Core Intermediate Transaction History

Planning Directions Inc

$193 Million
Q4 2025

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 280,824 shares of UITB stock, worth $13.3 Million. This represents 6.91% of its overall portfolio holdings.

Number of Shares

280,824

Previous 241,373 16.34%

Holding current value

$13.3 Million

Previous $11.5 Million 16.0%

% of portfolio

6.91%

Previous 6.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$47.38 - $47.93 $1.87 Million - $1.89 Million	39,451 Added 16.34%	280,824 $13.3 Million
Q3 2025 Nov 12, 2025	BUY	$46.38 - $47.74 $650,804 - $669,887	14,032 Added 6.17%	241,373 $11.5 Million
Q2 2025 Aug 01, 2025	SELL	$45.95 - $47.33 $68,097 - $70,143	-1,482 Reduced 0.65%	227,341 $10.7 Million
Q1 2025 Apr 29, 2025	BUY	$45.41 - $47.18 $537,109 - $558,045	11,828 Added 5.45%	228,823 $10.7 Million
Q4 2024 Feb 06, 2025	BUY	$45.83 - $48.07 $2.28 Million - $2.39 Million	49,673 Added 29.69%	216,995 $9.97 Million

Q3 2024 Nov 07, 2024	BUY	$45.71 - $48.29 $6.17 Million - $6.51 Million	134,911 Added 416.25%	167,322 $8.02 Million
Q2 2024 Aug 09, 2024	BUY	$45.08 - $46.44 $1.46 Million - $1.51 Million	32,411 New	32,411 $1.49 Million

Others Institutions Holding UITB

# of Institutions

151

Shares Held

51.2M

Call Options Held

Put Options Held

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About USAA ETF TR CORE INTERMEDIATE

Ticker UITB
Sector ETFs
Industry ETFs

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Planning Directions Inc Usaa ETF Tr Core Intermediate Transaction History