Stone Point Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Stone Point Wealth LLC
- $318 Million
- Q2 2025
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 22,331 shares of VTIP stock, worth $1.12 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
22,331
Previous 20,286
10.08%
Holding current value
$1.12 Million
Previous $1.01 Million
10.87%
% of portfolio
0.35%
Previous 0.35%
Shares
15 transactions
Others Institutions Holding VTIP
# of Institutions
879Shares Held
177MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$929 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.9MShares$743 Million0.3% of portfolio
-
Sei Investments CO Oaks, PA8.71MShares$436 Million0.58% of portfolio
-
Valmark Advisers, Inc.6.14MShares$307 Million4.36% of portfolio
-
Wealthspire Advisors, LLC New York, NY6.12MShares$306 Million1.84% of portfolio