Accurate Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,555 shares of VTIP stock, worth $277,916. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,555
Previous 5,508
0.85%
Holding current value
$277,916
Previous $274,000
1.82%
% of portfolio
0.05%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding VTIP
# of Institutions
879Shares Held
177MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$929 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$743 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$436 Million0.58% of portfolio
-
Valmark Advisers, Inc.6.14MShares$307 Million4.36% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio