Genesis Private Wealth, LLC Vanguard Intermediate Term Tre Transaction History
Genesis Private Wealth, LLC
- $238 Billion
- Q3 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 61,977 shares of VGIT stock, worth $3.72 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
61,977
Previous 59,958
3.37%
Holding current value
$3.72 Million
Previous $3.59 Billion
3.75%
% of portfolio
1.56%
Previous 1.69%
Shares
4 transactions
Others Institutions Holding VGIT
# of Institutions
915Shares Held
427MCall Options Held
4KPut Options Held
5.4K-
Jpmorgan Chase & CO New York, NY71.8MShares$4.31 Billion0.28% of portfolio
-
Bank Of America Corp Charlotte, NC49.8MShares$2.99 Billion0.21% of portfolio
-
Employees Retirement System Of Texas23.9MShares$1.43 Billion11.45% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO20.4MShares$1.23 Billion3.42% of portfolio
-
Morgan Stanley New York, NY19.8MShares$1.19 Billion0.07% of portfolio