Fiduciary Planning LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Fiduciary Planning LLC
- $205 Million
- Q2 2024
A detailed history of Fiduciary Planning LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Fiduciary Planning LLC holds 519,009 shares of VTIP stock, worth $25.4 Million. This represents 12.27% of its overall portfolio holdings.
Number of Shares
519,009
Previous 496,862
4.46%
Holding current value
$25.4 Million
Previous $23.8 Million
5.88%
% of portfolio
12.27%
Previous 11.21%
Shares
7 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$396 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$275 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$236 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio