Simplicity Wealth,Llc Vanguard Sht Trm Inflt Prot Fd Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Simplicity Wealth,Llc holds 709,480 shares of VTIP stock, worth $34.9 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
709,480
Previous 657,271
7.94%
Holding current value
$34.9 Million
Previous $31.5 Million
9.41%
% of portfolio
0.8%
Previous 0.76%
Shares
6 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$399 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$277 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$244 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$237 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$182 Million0.02% of portfolio