Connecticut Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Connecticut Wealth Management, LLC
- $1.93 Billion
- Q2 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 83,791 shares of VGIT stock, worth $5.05 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
83,791
Previous 90,690
7.61%
Holding current value
$5.05 Million
Previous $5.31 Million
8.1%
% of portfolio
0.25%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding VGIT
# of Institutions
717Shares Held
368MCall Options Held
25.2KPut Options Held
14.3K-
Jpmorgan Chase & CO New York, NY71.4MShares$4.3 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC49.3MShares$2.98 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.3 Billion11.73% of portfolio
-
Morgan Stanley New York, NY19.3MShares$1.17 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.1MShares$913 Million3.28% of portfolio