Significant Wealth Partners LLC Vanguard Extended Duration Tre Transaction History

Significant Wealth Partners LLC

$193 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$73.47 - $80.71 $320,329 - $351,895	4,360 New	4,360 $334 Million

Others Institutions Holding EDV

# of Institutions

196

Shares Held

15.7M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$73.6 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$71.7 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$64.2 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$63.4 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$62.3 Million
0.31% of portfolio

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