Axxcess Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 141,833 shares of VTIP stock, worth $6.92 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
141,833
Previous 174,014
18.49%
Holding current value
$6.92 Million
Previous $8.45 Million
17.2%
% of portfolio
0.18%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding VTIP
# of Institutions
752Shares Held
119MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$395 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio