Provence Wealth Management Group Vanguard Intermediate Term Tre Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Provence Wealth Management Group holds 36,475 shares of VGIT stock, worth $2.12 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
36,475
Previous 26,070
39.91%
Holding current value
$2.12 Million
Previous $1.49 Million
45.27%
% of portfolio
1.17%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding VGIT
# of Institutions
695Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.02 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.83 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$831 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$644 Million3.14% of portfolio