Phillips Financial Management, LLC Vanguard Intermediate Term Tre Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Phillips Financial Management, LLC holds 43 shares of VGIT stock, worth $2,516. This represents 0.0% of its overall portfolio holdings.
Number of Shares
43
Previous 43
-0.0%
Holding current value
$2,516
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
852Shares Held
404MCall Options Held
19.7KPut Options Held
8.6K-
Jpmorgan Chase & CO New York, NY65.7MShares$3.84 Billion0.31% of portfolio
-
Bank Of America Corp Charlotte, NC64.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY22.5MShares$1.32 Billion0.09% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.26 Billion0.28% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO17.1MShares$999 Million3.35% of portfolio