Pb Mares Wealth Management LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Pb Mares Wealth Management LLC
- $380 Million
- Q1 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 6,280 shares of VTIP stock, worth $302,947. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,280
Previous 7,169
12.4%
Holding current value
$302,947
Previous $340,000
11.76%
% of portfolio
0.08%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding VTIP
# of Institutions
764Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$959 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$380 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$259 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