Family Wealth Partners, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Family Wealth Partners, LLC
- $176 Billion
- Q1 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Family Wealth Partners, LLC holds 85,323 shares of VTIP stock, worth $4.12 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
85,323
Previous 57,829
47.54%
Holding current value
$4.12 Million
Previous $2.75 Billion
48.79%
% of portfolio
2.32%
Previous 2.12%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
764Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$959 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$380 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$259 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$201 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio