Family Wealth Partners, LLC Vanguard Intermediate Term Tre Transaction History
Family Wealth Partners, LLC
- $193 Billion
- Q2 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Family Wealth Partners, LLC holds 181,577 shares of VGIT stock, worth $10.7 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
181,577
Previous 157,490
15.29%
Holding current value
$10.7 Million
Previous $9.22 Billion
14.66%
% of portfolio
5.49%
Previous 5.23%
Shares
3 transactions
Others Institutions Holding VGIT
# of Institutions
698Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.05 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.85 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.06 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$838 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$649 Million3.14% of portfolio