Phillips Financial Management, LLC Vanguard Intermediate Term Tre Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 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 $2,483. This represents 0.0% of its overall portfolio holdings.
Number of Shares
43
Previous 43
-0.0%
Holding current value
$2,483
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VGIT
# of Institutions
753Shares Held
385MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.14 Billion0.35% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.94 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.24 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$912 Million3.23% of portfolio