Perfromance Wealth Partners, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 47,613 shares of VTIP stock, worth $2.33 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
47,613
Previous 63,859
25.44%
Holding current value
$2.33 Million
Previous $3.06 Million
24.43%
% of portfolio
0.09%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$396 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$275 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$236 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio