Summit Trail Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 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 3,160,233 shares of VGIT stock, worth $185 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
3,160,233
Previous 1,645,884
92.01%
Holding current value
$185 Million
Previous $97.6 Million
89.52%
% of portfolio
4.99%
Previous 3.28%
Shares
3 transactions
Others Institutions Holding VGIT
# of Institutions
691Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.04 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.84 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.05 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$835 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$647 Million3.14% of portfolio