Resource Planning Group Usaa ETF Tr Core Intermediate Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Resource Planning Group holds 6,101 shares of UITB stock, worth $284,428. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,101
Previous 6,101
-0.0%
Holding current value
$284,428
Previous $271,000
5.54%
% of portfolio
0.18%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$853 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$301 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.31MShares$108 Million0.01% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$100 Million3.36% of portfolio
-
Bogart Wealth, LLC1.76MShares$82.1 Million3.85% of portfolio