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
852Shares Held
404MCall Options Held
19.7KPut Options Held
8.6K-
Jpmorgan Chase & CO New York, NY65.7MShares$3.84 Billion0.31% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY22.5MShares$1.32 Billion0.09% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.26 Billion0.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.1MShares$999 Million3.35% of portfolio