First Purpose Wealth LLC Vanguard Intermediate Term Tre Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, First Purpose Wealth LLC holds 63,231 shares of VGIT stock, worth $3.7 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
63,231
Previous 54,715
15.56%
Holding current value
$3.7 Million
Previous $3.25 Million
14.08%
% of portfolio
1.35%
Previous 1.26%
Shares
10 transactions
Others Institutions Holding VGIT
# of Institutions
691Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.04 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.84 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$835 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$647 Million3.14% of portfolio