Exencial Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 35,342 shares of VTIP stock, worth $1.74 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
35,342
Previous 36,126
2.17%
Holding current value
$1.74 Million
Previous $1.73 Million
0.87%
% of portfolio
0.07%
Previous 0.07%
Shares
19 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$399 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$277 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$244 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$237 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$182 Million0.02% of portfolio