Principia Wealth Advisory, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 5,124 shares of VTIP stock, worth $257,276. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,124
Previous 5,364
4.47%
Holding current value
$257,276
Previous $260 Million
1.84%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
837Shares Held
161MCall Options Held
9.2KPut Options Held
100-
Jpmorgan Chase & CO New York, NY21.1MShares$1.06 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$434 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$358 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$343 Million2.21% of portfolio
-
Valmark Advisers, Inc.6MShares$301 Million4.58% of portfolio