Forum Financial Management, LP Vanguard Sht Trm Inflt Prot Fd Transaction History
Forum Financial Management, LP
- $5.28 Billion
- Q1 2025
A detailed history of Forum Financial Management, LP transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Forum Financial Management, LP holds 22,150 shares of VTIP stock, worth $1.11 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,150
Previous 4,170
431.18%
Holding current value
$1.11 Million
Previous $201,000
449.75%
% of portfolio
0.02%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
879Shares Held
177MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$929 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$743 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$436 Million0.58% of portfolio
-
Valmark Advisers, Inc.6.14MShares$307 Million4.36% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio