Lake Street Advisors Group, LLC Vanguard Intermediate Term Tre Transaction History
Lake Street Advisors Group, LLC
- $2.11 Billion
- Q1 2024
A detailed history of Lake Street Advisors Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 651,028 shares of VGIT stock, worth $37.9 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
651,028
Previous 610,125
6.7%
Holding current value
$37.9 Million
Previous $36.2 Million
5.32%
% of portfolio
1.8%
Previous 2.47%
Shares
17 transactions
Others Institutions Holding VGIT
# of Institutions
695Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.02 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.83 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$831 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$644 Million3.14% of portfolio