Altium Wealth Management LLC Vanguard Intermediate Term Tre Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
A detailed history of Altium Wealth Management LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Altium Wealth Management LLC holds 335,667 shares of VGIT stock, worth $19.6 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
335,667
Previous 338,166
0.74%
Holding current value
$19.6 Million
Previous $21.3 Million
3.5%
% of portfolio
1.48%
Previous 1.37%
Shares
6 transactions
Others Institutions Holding VGIT
# of Institutions
696Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.04 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.84 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$834 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$647 Million3.14% of portfolio