Genesis Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Genesis Wealth Advisors, LLC
- $133 Billion
- Q2 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 80,582 shares of VTIP stock, worth $4.08 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
80,582
Previous 77,661
3.76%
Holding current value
$4.08 Million
Previous $3.88 Billion
4.53%
% of portfolio
3.04%
Previous 3.14%
Shares
3 transactions
Others Institutions Holding VTIP
# of Institutions
909Shares Held
189MCall Options Held
56.9KPut Options Held
8.4K-
Jpmorgan Chase & CO New York, NY18.6MShares$941 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.6MShares$842 Million0.29% of portfolio
-
Sei Investments CO Oaks, PA8.7MShares$441 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY8.51MShares$431 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.94MShares$352 Million1.98% of portfolio