Source Financial Advisors LLC Vanguard Intermediate Term Tre Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Source Financial Advisors LLC holds 3,942 shares of VGIT stock, worth $229,227. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,942
Previous 4,142
4.83%
Holding current value
$229,227
Previous $241,000
1.24%
% of portfolio
0.07%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding VGIT
# of Institutions
754Shares Held
386MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.17 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.96 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.25 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$918 Million3.23% of portfolio