First Purpose Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, First Purpose Wealth LLC holds 87,300 shares of VTIP stock, worth $4.23 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
87,300
Previous 78,436
11.3%
Holding current value
$4.23 Million
Previous $3.72 Million
12.24%
% of portfolio
1.52%
Previous 1.45%
Shares
10 transactions
Others Institutions Holding VTIP
# of Institutions
759Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$964 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$382 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$261 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$202 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$190 Million0.02% of portfolio