Beta Wealth Group, Inc. Vanguard Long Term Treasury Et Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 48,582 shares of VGLT stock, worth $2.79 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
48,582
Previous 48,585
0.01%
Holding current value
$2.79 Million
Previous $2.99 Million
10.04%
% of portfolio
1.31%
Previous 1.47%
Shares
15 transactions
Others Institutions Holding VGLT
# of Institutions
436Shares Held
116MCall Options Held
218KPut Options Held
76.9K-
Ameriprise Financial Inc Minneapolis, MN13.6MShares$783 Million0.2% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO10.7MShares$617 Million2.01% of portfolio
-
Bank Of America Corp Charlotte, NC9.97MShares$573 Million0.05% of portfolio
-
Morgan Stanley New York, NY8.39MShares$482 Million0.03% of portfolio
-
Nepc LLC Boston, MA6.06MShares$348 Million9.01% of portfolio