Level Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Level Wealth Management LLC
- $153 Billion
- Q1 2025
A detailed history of Level Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Level Wealth Management LLC holds 4,360 shares of VTIP stock, worth $218,915. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,360
Previous 4,360
-0.0%
Holding current value
$218,915
Previous $211 Million
3.06%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding VTIP
# of Institutions
836Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Van Strum & Towne Inc. San Francisco, CA923MShares$46.3 Billion99.4% of portfolio
-
Jpmorgan Chase & CO New York, NY21.1MShares$1.06 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$434 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$358 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$343 Million2.21% of portfolio