Family Wealth Partners, LLC Vanguard Intermediate Term Tre Transaction History
Family Wealth Partners, LLC
- $210 Billion
- Q4 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Family Wealth Partners, LLC holds 217,407 shares of VGIT stock, worth $12.7 Million. This represents 5.99% of its overall portfolio holdings.
Number of Shares
217,407
Previous 180,433
20.49%
Holding current value
$12.7 Million
Previous $10.9 Billion
15.67%
% of portfolio
5.99%
Previous 5.58%
Shares
5 transactions
Others Institutions Holding VGIT
# of Institutions
848Shares Held
401MCall Options Held
21.2KPut Options Held
4K-
Jpmorgan Chase & CO New York, NY65.7MShares$3.83 Billion0.31% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.73 Billion0.32% of portfolio
-
Morgan Stanley New York, NY22.5MShares$1.31 Billion0.09% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.25 Billion0.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.1MShares$995 Million3.35% of portfolio