Family Wealth Group, LLC Vanguard Intermediate Term Tre Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Family Wealth Group, LLC holds 18,734 shares of VGIT stock, worth $1.11 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
18,734Holding current value
$1.11 Million% of portfolio
1.42%Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
701Shares Held
336MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.08 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.87 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.06 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.1MShares$894 Million3.28% of portfolio
-
Personal Capital Advisors Corp11.1MShares$653 Million3.14% of portfolio