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 $1.46 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
30,145Holding current value
$1.46 Million% of portfolio
0.92%Shares
1 transactions
Others Institutions Holding VTIP
# of Institutions
770Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$962 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$381 Million0.57% of portfolio
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Valmark Advisers, Inc.5.38MShares$260 Million4.52% of portfolio
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Morgan Stanley New York, NY4.17MShares$202 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio