Topel & Distasi Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Topel & Distasi Wealth Management, LLC
- $241 Million
- Q3 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,583 shares of VTIP stock, worth $321,513. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,583
Previous 7,600
13.38%
Holding current value
$321,513
Previous $368,000
11.96%
% of portfolio
0.13%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding VTIP
# of Institutions
758Shares Held
140MCall Options Held
14.1KPut Options Held
7.6K-
Jpmorgan Chase & CO New York, NY19.3MShares$942 Million0.08% of portfolio
-
Goldman Sachs Group Inc New York, NY9.63MShares$471 Million0.08% of portfolio
-
Sei Investments CO Oaks, PA8.28MShares$405 Million0.55% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.3MShares$210 Million7.93% of portfolio