Polaris Wealth Advisory Group, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
Shares
4 transactions
Others Institutions Holding VTIP
# of Institutions
763Shares 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$381 Million0.57% of portfolio
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Valmark Advisers, Inc.5.38MShares$259 Million4.52% of portfolio
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Morgan Stanley New York, NY4.17MShares$201 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio