Carlsbad Wealth Advisory Group, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 30,145 shares of VTIP stock, worth $1.51 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
30,145Holding current value
$1.51 Million% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding VTIP
# of Institutions
858Shares Held
174MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$929 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC14.9MShares$743 Million0.3% of portfolio
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Sei Investments CO Oaks, PA8.71MShares$436 Million0.58% of portfolio
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Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio
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Goldman Sachs Group Inc New York, NY6.12MShares$306 Million0.05% of portfolio