Ever Source Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,253 shares of VTIP stock, worth $61,058. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,253
Previous 273
358.97%
Holding current value
$61,058
Previous $13,000
361.54%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding VTIP
# of Institutions
759Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$395 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$280 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$180 Million0.02% of portfolio