Strategic Planning Group, LLC Usaa ETF Tr Core Intermediate Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 2024
A detailed history of Strategic Planning Group, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Strategic Planning Group, LLC holds 22,956 shares of UITB stock, worth $1.05 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,956
Previous 22,527
1.9%
Holding current value
$1.05 Million
Previous $1.04 Billion
6.16%
% of portfolio
0.22%
Previous 0.23%
Shares
4 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