Genesis Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 77,661 shares of VTIP stock, worth $3.9 Million. This represents 3.14% of its overall portfolio holdings.
Number of Shares
77,661
Previous 46,571
66.76%
Holding current value
$3.9 Million
Previous $2.25 Billion
71.86%
% of portfolio
3.14%
Previous 1.97%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
835Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Jpmorgan Chase & CO New York, NY21.1MShares$1.06 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$434 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$358 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$343 Million2.21% of portfolio
-
Valmark Advisers, Inc.6MShares$301 Million4.58% of portfolio