Heirloom Wealth Management Vanguard Intermediate Term Tre Call Options Transaction History

Heirloom Wealth Management

$308 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VGIT

# of Institutions

754

Shares Held

386M

Call Options Held

26.7K

Put Options Held

12K

Jpmorgan Chase & CO New York, NY

71.7M
Shares

$4.17 Billion
0.36% of portfolio
Bank Of America Corp Charlotte, NC

50.9M
Shares

$2.96 Billion
0.26% of portfolio
Employees Retirement System Of Texas

21.5M
Shares

$1.25 Billion
11.23% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

15.8M
Shares

$918 Million
3.23% of portfolio

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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