Sax Wealth Advisors, LLC Vanguard Long Term Treasury Et Transaction History

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$57.73 - $61.4 $323,114 - $343,655	5,597 New	5,597 $331,000

Others Institutions Holding VGLT

# of Institutions

430

Shares Held

174M

Call Options Held

307K

Put Options Held

560K

Jpmorgan Chase & CO New York, NY

44.5M
Shares

$2.53 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

21.2M
Shares

$1.2 Billion
0.11% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.8M
Shares

$784 Million
0.22% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

9.69M
Shares

$551 Million
2.02% of portfolio
Morgan Stanley New York, NY

8.16M
Shares

$463 Million
0.04% of portfolio

About VANGUARD LONG TERM TREASURY ET

Ticker VGLT
Sector ETFs
Industry ETFs

More about VGLT

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