Moss Adams Wealth Advisors LLC Vanguard Extended Duration Tre Transaction History

Moss Adams Wealth Advisors LLC

$950 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$70.73 - $83.52 $1.12 Million - $1.33 Million	15,902 New	15,902 $1.27 Billion

Others Institutions Holding EDV

# of Institutions

208

Shares Held

20M

Call Options Held

267K

Put Options Held

347K

Jpmorgan Chase & CO New York, NY

2.65M
Shares

$180 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.25M
Shares

$84.6 Million
0.01% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.21M
Shares

$82.3 Million
0.23% of portfolio
Morgan Stanley New York, NY

1.02M
Shares

$69.1 Million
0.0% of portfolio
Midland Wealth Advisors LLC Rockford, IL

880K
Shares

$59.7 Million
3.68% of portfolio

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