Carlsbad Wealth Advisory Group, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 30,145 shares of VTIP stock, worth $1.5 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
30,145Holding current value
$1.5 Million% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding VTIP
# of Institutions
831Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Van Strum & Towne Inc. San Francisco, CA923MShares$46 Billion99.4% of portfolio
-
Jpmorgan Chase & CO New York, NY21.1MShares$1.05 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$431 Million0.56% of portfolio
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Goldman Sachs Group Inc New York, NY7.14MShares$356 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$340 Million2.21% of portfolio