Sargent Investment Group, LLC Usaa ETF Tr Core Intermediate Transaction History

Sargent Investment Group, LLC

  • $616 Million
  • Q4 2024

A detailed history of Sargent Investment Group, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Sargent Investment Group, LLC holds 271,886 shares of UITB stock, worth $12.6 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
271,886
Previous 136,721 98.86%
Holding current value
$12.6 Million
Previous $6.55 Million 90.68%
% of portfolio
2.03%
Previous 1.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$45.83 - $48.07 $6.19 Million - $6.5 Million
135,165 Added 98.86%
271,886 $12.5 Million
Q3 2024

Nov 06, 2024
SELL
$45.71 - $48.29 $1.21 Million - $1.28 Million
-26,536 Reduced 16.25%
136,721 $6.55 Million
Q2 2024

Aug 09, 2024
BUY
$45.08 - $46.44 $268,271 - $276,364
5,951 Added 3.78%
163,257 $7.51 Million
Q1 2024

May 10, 2024
BUY
$45.85 - $47.11 $7.21 Million - $7.41 Million
157,306 New
157,306 $7.3 Million

Others Institutions Holding UITB

# of Institutions
120
Shares Held
47.8M
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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