L.M. Kohn & Company Vanguard Extended Duration Tre Transaction History

L.M. Kohn & Company

$390 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$94.04 - $121.78 $575,148 - $744,806	-6,116 Closed	0 $0
Q1 2022 May 25, 2022	BUY	$117.2 - $135.66 $716,795 - $829,696	6,116 New	6,116 $745,000

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

$74.3 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$72.5 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$64.8 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$64 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$62.9 Million
0.31% of portfolio

About VANGUARD EXTENDED DURATION TRE

Ticker EDV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of L.M. Kohn & Company, based on Form 13F filings with the SEC.

News

Stay updated on L.M. Kohn & Company with notifications on news.