Family Wealth Partners, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Family Wealth Partners, LLC
- $195 Billion
- Q3 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 94,127 shares of VTIP stock, worth $4.6 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
94,127
Previous 95,055
0.98%
Holding current value
$4.6 Million
Previous $4.61 Billion
0.59%
% of portfolio
2.37%
Previous 2.39%
Shares
4 transactions
Others Institutions Holding VTIP
# of Institutions
752Shares Held
119MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$395 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 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$181 Million0.02% of portfolio