Smart Wealth LLC Vanguard Long Term Treasury Et Transaction History
Smart Wealth LLC
- $279 Billion
- Q1 2025
A detailed history of Smart Wealth LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Smart Wealth LLC holds 55,869 shares of VGLT stock, worth $3.11 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
55,869
Previous 41,228
35.51%
Holding current value
$3.11 Million
Previous $2.28 Billion
41.05%
% of portfolio
1.15%
Previous 0.81%
Shares
5 transactions
Others Institutions Holding VGLT
# of Institutions
453Shares Held
103MCall Options Held
388KPut Options Held
65.7K-
Empower Advisory Group, LLC Greenwood Village, CO12.5MShares$695 Million2.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$645 Million0.19% of portfolio
-
Morgan Stanley New York, NY9.08MShares$505 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC6.7MShares$373 Million0.03% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA4.36MShares$242 Million6.14% of portfolio