Genesis Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 77,661 shares of VTIP stock, worth $3.88 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
77,661
Previous 46,571
66.76%
Holding current value
$3.88 Million
Previous $2.25 Billion
71.86%
% of portfolio
3.14%
Previous 1.97%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
855Shares Held
174MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$927 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$742 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$435 Million0.58% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio
-
Goldman Sachs Group Inc New York, NY6.12MShares$306 Million0.05% of portfolio