Marietta Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History
Marietta Wealth Management, LLC
- $591 Million
- Q1 2024
A detailed history of Marietta Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 93,909 shares of VGIT stock, worth $5.44 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
93,909
Previous 74,875
25.42%
Holding current value
$5.44 Million
Previous $4.44 Million
23.8%
% of portfolio
0.93%
Previous 0.81%
Shares
6 transactions
Others Institutions Holding VGIT
# of Institutions
694Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.82 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.04 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$827 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$641 Million3.14% of portfolio