Aspect Partners, LLC Vanguard Extended Duration Tre Transaction History

Aspect Partners, LLC

$178 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 17, 2024	SELL	$73.47 - $80.71 $100,360 - $110,249	-1,366 Reduced 37.75%	2,253 $173 Million
Q4 2023 Feb 15, 2024	BUY	$62.83 - $82.79 $227,381 - $299,617	3,619 New	3,619 $293 Million

Others Institutions Holding EDV

# of Institutions

197

Shares Held

15.7M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$76.7 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$74.8 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$66.9 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$66 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$64.9 Million
0.31% of portfolio

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