Level Financial Advisors, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History
Level Financial Advisors, Inc.
- $218 Million
- Q2 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 45,662 shares of VTIP stock, worth $2.23 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
45,662
Previous 46,742
2.31%
Holding current value
$2.23 Million
Previous $2.24 Million
0.98%
% of portfolio
1.02%
Previous 1.06%
Shares
11 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$396 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$275 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio