Investment House LLC Vanguard Extended Duration Tre Transaction History

Investment House LLC

$1.83 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	BUY	$73.47 - $80.71 $554,110 - $608,714	7,542 New	7,542 $577,000
Q3 2022 Oct 31, 2022	BUY	$85.23 - $105.13 $1.17 Million - $1.44 Million	13,693 New	13,693 $1.19 Million

Others Institutions Holding EDV

# of Institutions

197

Shares Held

15.7M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$73.3 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$71.4 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$63.9 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$63.1 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$62 Million
0.31% of portfolio

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