Forza Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 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 17,933 shares of VGIT stock, worth $1.05 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
17,933
Previous 17,933
-0.0%
Holding current value
$1.05 Million
Previous $1.05 Billion
0.55%
% of portfolio
0.54%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding VGIT
# of Institutions
697Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.06 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.86 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.06 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$838 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$650 Million3.14% of portfolio