Hcr Wealth Advisors Vanguard Extended Duration Tre Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	N/A	-3,925 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	N/A	-180 Reduced 4.38%	3,925 $510,000
Q3 2019 Nov 07, 2019	BUY	N/A	4,105 New	4,105 $580,000

Others Institutions Holding EDV

# of Institutions

175

Shares Held

12.1M

Call Options Held

163K

Put Options Held

220K

Bank Of America Corp Charlotte, NC

1.33M
Shares

$97.8 Million
0.01% of portfolio
Envestnet Asset Management Inc

896K
Shares

$65.8 Million
0.03% of portfolio
River Front Investment Group, LLC Richmond, VA

853K
Shares

$62.6 Million
1.84% of portfolio
Morgan Stanley New York, NY

814K
Shares

$59.7 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

507K
Shares

$37.2 Million
0.05% of portfolio

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