Lifeworks Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Lifeworks Advisors, LLC
- $351 Million
- Q2 2024
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 189,141 shares of VTIP stock, worth $9.33 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
189,141
Previous 211,805
10.7%
Holding current value
$9.33 Million
Previous $10.1 Million
9.49%
% of portfolio
2.61%
Previous 2.9%
Shares
8 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$400 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$278 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$245 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$238 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$183 Million0.02% of portfolio