Surience Private Wealth LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Surience Private Wealth LLC
- $103 Million
- Q2 2025
A detailed history of Surience Private Wealth LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Surience Private Wealth LLC holds 60,965 shares of VTIP stock, worth $3.06 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
60,965Holding current value
$3.06 Million% of portfolio
2.99%Shares
7 transactions
Others Institutions Holding VTIP
# of Institutions
893Shares Held
180MCall Options Held
15.2KPut Options Held
0-
Jpmorgan Chase & CO New York, NY18.6MShares$932 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC14.9MShares$746 Million0.3% of portfolio
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Sei Investments CO Oaks, PA8.71MShares$438 Million0.58% of portfolio
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Valmark Advisers, Inc.6.14MShares$308 Million4.36% of portfolio
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Wealthspire Advisors, LLC New York, NY6.12MShares$308 Million1.84% of portfolio