Tria Gen Wealth Management LLC Vanguard Extended Duration Tre Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 2,932 shares of EDV stock, worth $210,664. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,932
Previous 2,884
1.66%
Holding current value
$210,664
Previous $211,000
10.43%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding EDV
# of Institutions
197Shares Held
15.7MCall Options Held
416KPut Options Held
422K-
Envestnet Asset Management Inc1.03MShares$74.3 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$72.5 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN902KShares$64.8 Million0.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA891KShares$64 Million1.71% of portfolio
-
Mirae Asset Global Investments Co., Ltd.876KShares$62.9 Million0.31% of portfolio