Connectus Wealth, LLC Vanguard Intermediate Term Tre Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$56.15 - $59.51 $13.8 Million - $14.7 Million	246,463 New	246,463 $14.6 Million

Others Institutions Holding VGIT

# of Institutions

754

Shares Held

386M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.17 Billion
0.36% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.96 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.25 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$918 Million
3.23% of portfolio

About VANGUARD INTERMEDIATE-TERM TRE

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