Northwest Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Northwest Wealth Management, LLC
- $422 Million
- Q3 2024
A detailed history of Northwest Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 253,336 shares of VTIP stock, worth $12.4 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
253,336
Previous 215,861
17.36%
Holding current value
$12.4 Million
Previous $10.5 Million
19.22%
% of portfolio
2.96%
Previous 2.75%
Shares
13 transactions
Others Institutions Holding VTIP
# of Institutions
761Shares Held
143MCall Options Held
14.1KPut Options Held
7.6K-
Jpmorgan Chase & CO New York, NY19.3MShares$941 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY9.63MShares$470 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.28MShares$404 Million0.55% of portfolio
-
Valmark Advisers, Inc.5.8MShares$283 Million4.4% of portfolio
-
Cambridge Associates LLC Boston, MA4.3MShares$210 Million7.93% of portfolio