Forza Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Forza Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Forza Wealth Management, LLC holds 17,500 shares of VGIT stock, worth $1.02 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
17,500
Previous 17,933
2.41%
Holding current value
$1.02 Million
Previous $1.08 Billion
6.32%
% of portfolio
0.46%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding VGIT
# of Institutions
781Shares Held
387MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.18 Billion0.35% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.97 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.25 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$921 Million3.23% of portfolio