Moneta Group Investment Advisors LLC Vanguard Intermediate Term Tre Transaction History
Moneta Group Investment Advisors LLC
- $5.03 Billion
- Q4 2023
A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 5,149 shares of VGIT stock, worth $302,967. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,149
Previous 6,846
24.79%
Holding current value
$302,967
Previous $391,000
21.99%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VGIT
# of Institutions
695Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.07 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.86 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.06 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$840 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$651 Million3.14% of portfolio