Wealth Enhancement Advisory Services, LLC Usaa ETF Tr Core Intermediate Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 14,080 shares of UITB stock, worth $655,846. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,080

Previous 16,827 16.32%

Holding current value

$655,846

Previous $773,000 16.3%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$45.83 - $48.07 $125,895 - $132,048	-2,747 Reduced 16.32%	14,080 $647,000
Q3 2024 Oct 23, 2024	BUY	$45.71 - $48.29 $119,394 - $126,133	2,612 Added 18.37%	16,827 $806,000
Q2 2024 Jul 16, 2024	BUY	$45.08 - $46.44 $236,399 - $243,531	5,244 Added 58.46%	14,215 $654,000
Q1 2024 Apr 15, 2024	SELL	$45.85 - $47.11 $26,776 - $27,512	-584 Reduced 6.11%	8,971 $416,000
Q4 2023 Jan 30, 2024	BUY	$43.37 - $47.09 $62,366 - $67,715	1,438 Added 17.72%	9,555 $448,000
Q3 2023 Nov 13, 2023	BUY	$44.41 - $46.28 $360,475 - $375,654	8,117 New	8,117 $361,000

Others Institutions Holding UITB

# of Institutions

123

Shares Held

47.6M

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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Wealth Enhancement Advisory Services, LLC Usaa ETF Tr Core Intermediate Transaction History