Burkett Financial Services, LLC Vanguard Intermediate Term Tre Transaction History
Burkett Financial Services, LLC
- $194 Billion
- Q1 2024
A detailed history of Burkett Financial Services, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Burkett Financial Services, LLC holds 29,864 shares of VGIT stock, worth $1.74 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
29,864
Previous 16,188
84.48%
Holding current value
$1.74 Million
Previous $960 Million
82.09%
% of portfolio
0.9%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding VGIT
# of Institutions
695Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.02 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.83 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$831 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$644 Million3.14% of portfolio