Roth Financial Partners LLC Vanguard Intermediate Term Tre Transaction History
Roth Financial Partners LLC
- $245 Million
- Q3 2024
A detailed history of Roth Financial Partners LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Roth Financial Partners LLC holds 211,577 shares of VGIT stock, worth $12.3 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
211,577
Previous 211,577
-0.0%
Holding current value
$12.3 Million
Previous $12.3 Million
3.76%
% of portfolio
5.21%
Previous 5.32%
Shares
4 transactions
Others Institutions Holding VGIT
# of Institutions
754Shares Held
386MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.17 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.96 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.25 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$918 Million3.23% of portfolio