Quotient Wealth Partners, LLC Vanguard Extended Duration Tre Transaction History

Quotient Wealth Partners, LLC

$3.4 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$65.05 - $73.43 $416,385 - $470,025	6,401 New	6,401 $455 Million

Others Institutions Holding EDV

# of Institutions

213

Shares Held

18.3M

Call Options Held

476K

Put Options Held

366K

Jpmorgan Chase & CO New York, NY

2.83M
Shares

$186 Million
0.02% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.35M
Shares

$88.6 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

1.13M
Shares

$74.2 Million
0.01% of portfolio
Midland Wealth Advisors LLC Rockford, IL

965K
Shares

$63.5 Million
3.59% of portfolio
Morgan Stanley New York, NY

895K
Shares

$58.9 Million
0.0% of portfolio

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