Beaird Harris Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 803,679 shares of VTIP stock, worth $39.3 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
803,679
Previous 782,616
2.69%
Holding current value
$39.3 Million
Previous $37.5 Million
4.08%
% of portfolio
3.86%
Previous 3.76%
Shares
11 transactions
Others Institutions Holding VTIP
# of Institutions
752Shares Held
138MCall Options Held
21.1KPut Options Held
1.9K-
Jpmorgan Chase & CO New York, NY19.3MShares$943 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.1MShares$396 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$236 Million10.82% of portfolio