Total Wealth Planning, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Total Wealth Planning, LLC holds 67,618 shares of VTIP stock, worth $3.3 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
67,618
Previous 72,935
7.29%
Holding current value
$3.3 Million
Previous $3.54 Million
5.82%
% of portfolio
0.55%
Previous 0.63%
Shares
11 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