Simplicity Wealth,Llc Vanguard Extended Duration Tre Transaction History
Simplicity Wealth,Llc
- $4.32 Billion
- Q2 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Simplicity Wealth,Llc holds 7,928 shares of EDV stock, worth $646,686. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,928
Previous 9,633
17.7%
Holding current value
$646,686
Previous $737,000
21.17%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding EDV
# of Institutions
187Shares Held
13.2MCall Options Held
236KPut Options Held
209K-
Bank Of America Corp Charlotte, NC1.35MShares$110 Million0.01% of portfolio
-
Envestnet Asset Management Inc976KShares$79.6 Million0.03% of portfolio
-
River Front Investment Group, LLC Richmond, VA865KShares$70.5 Million1.72% of portfolio
-
Morgan Stanley New York, NY800KShares$65.2 Million0.0% of portfolio
-
Hantz Financial Services, Inc.735KShares$59.9 Million1.04% of portfolio