Shira Ridge Wealth Management Vanguard Sht Trm Inflt Prot Fd Transaction History
Shira Ridge Wealth Management
- $175 Billion
- Q1 2024
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Shira Ridge Wealth Management holds 60,075 shares of VTIP stock, worth $2.9 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
60,075
Previous 71,248
15.68%
Holding current value
$2.9 Million
Previous $3.38 Billion
14.97%
% of portfolio
1.65%
Previous 2.03%
Shares
6 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
-
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
-
Bank Of America Corp Charlotte, NC3.91MShares$189 Million0.02% of portfolio