Private Wealth Management Group, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Private Wealth Management Group, LLC
- $221 Billion
- Q1 2024
A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 74,134 shares of VTIP stock, worth $3.59 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
74,134
Previous 90,154
17.77%
Holding current value
$3.59 Million
Previous $4.28 Billion
17.08%
% of portfolio
1.61%
Previous 2.1%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
770Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$962 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$381 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$260 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$202 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio