Robertson Stephens Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,872 shares of VTIP stock, worth $238,192. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,872
Previous 17,464
72.1%
Holding current value
$238,192
Previous $836,000
71.77%
% of portfolio
0.01%
Previous 0.04%
Shares
4 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