Moss Adams Wealth Advisors LLC Vanguard Intermediate Term Tre Transaction History
Moss Adams Wealth Advisors LLC
- $622 Billion
- Q1 2024
A detailed history of Moss Adams Wealth Advisors LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 1,130,848 shares of VGIT stock, worth $65.4 Million. This represents 10.64% of its overall portfolio holdings.
Number of Shares
1,130,848
Previous 1,009,801
11.99%
Holding current value
$65.4 Million
Previous $59.9 Billion
10.53%
% of portfolio
10.64%
Previous 12.49%
Shares
5 transactions
Others Institutions Holding VGIT
# of Institutions
692Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$3.99 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.81 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.04 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$825 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$640 Million3.14% of portfolio