Stone Point Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Stone Point Wealth LLC
- $275 Million
- Q2 2024
A detailed history of Stone Point Wealth LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Stone Point Wealth LLC holds 12,343 shares of VTIP stock, worth $605,794. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,343
Previous 17,544
29.65%
Holding current value
$605,794
Previous $840,000
28.69%
% of portfolio
0.22%
Previous 0.3%
Shares
11 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$398 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$276 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$243 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