Coastal Investment Advisors, Inc. Vanguard Extended Duration Tre Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$83.35 - $92.48 $123,774 - $137,332	1,485 New	1,485 $129,000

Others Institutions Holding EDV

# of Institutions

196

Shares Held

15.7M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$73.6 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$71.7 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$64.2 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$63.4 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$62.3 Million
0.31% of portfolio

About VANGUARD EXTENDED DURATION TRE

Ticker EDV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.