Meritas Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Meritas Wealth Management, LLC
- $144 Billion
- Q1 2024
A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 88,456 shares of VTIP stock, worth $4.27 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
88,456
Previous 89,500
1.17%
Holding current value
$4.27 Million
Previous $4.25 Billion
0.33%
% of portfolio
2.95%
Previous 3.19%
Shares
6 transactions
Others Institutions Holding VTIP
# of Institutions
767Shares Held
134MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$961 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$381 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$260 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$201 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio