Napa Wealth Management Vanguard Extended Duration Tre Transaction History
Napa Wealth Management
- $178 Billion
- Q1 2025
A detailed history of Napa Wealth Management transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Napa Wealth Management holds 41,423 shares of EDV stock, worth $2.69 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
41,423
Previous 8,527
385.79%
Holding current value
$2.69 Million
Previous $577 Million
410.12%
% of portfolio
1.66%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding EDV
# of Institutions
218Shares Held
19MCall Options Held
476KPut Options Held
357K-
Jpmorgan Chase & CO New York, NY2.83MShares$183 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.1.21MShares$78.8 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$73.1 Million0.01% of portfolio
-
Oxbow Advisors, LLC Corpus Christi, TX899KShares$58.3 Million8.1% of portfolio
-
Morgan Stanley New York, NY895KShares$58.1 Million0.0% of portfolio