Summit Trail Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Summit Trail Advisors, LLC
- $2.68 Billion
- Q4 2024
A detailed history of Summit Trail Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 3,791,839 shares of VGIT stock, worth $221 Million. This represents 8.2% of its overall portfolio holdings.
Number of Shares
3,791,839
Previous 3,992,551
5.03%
Holding current value
$221 Million
Previous $241 Million
8.83%
% of portfolio
8.2%
Previous 6.07%
Shares
6 transactions
Others Institutions Holding VGIT
# of Institutions
781Shares Held
387MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.18 Billion0.35% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.97 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.25 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$921 Million3.23% of portfolio