Accurate Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Accurate Wealth Management, LLC
- $352 Million
- Q1 2024
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 9,036 shares of VTIP stock, worth $435,896. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,036
Previous 9,705
6.89%
Holding current value
$435,896
Previous $460,000
6.09%
% of portfolio
0.12%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding VTIP
# of Institutions
764Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$959 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$380 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$259 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$201 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio