Perigon Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 153,166 shares of VTIP stock, worth $7.49 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
153,166
Previous 158,116
3.13%
Holding current value
$7.49 Million
Previous $7.67 Million
1.59%
% of portfolio
0.21%
Previous 0.22%
Shares
24 transactions
Others Institutions Holding VTIP
# of Institutions
752Shares Held
138MCall Options Held
21.1KPut Options Held
1.9K-
Jpmorgan Chase & CO New York, NY19.3MShares$943 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.1MShares$396 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$236 Million10.82% of portfolio