Tria Gen Wealth Management LLC Vanguard Intermediate Term Cor Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 20,662 shares of VCIT stock, worth $1.65 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
20,662
Previous 22,602
8.58%
Holding current value
$1.65 Million
Previous $1.84 Million
9.47%
% of portfolio
0.75%
Previous 0.9%
Shares
14 transactions
Others Institutions Holding VCIT
# of Institutions
1,103Shares Held
461MCall Options Held
87.4KPut Options Held
22.8K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa82.8MShares$6.61 Billion3.13% of portfolio
-
Jpmorgan Chase & CO New York, NY62.6MShares$5 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC59.9MShares$4.78 Billion0.46% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$1.87 Billion2.09% of portfolio
-
Japan Science & Technology Agency Tokyo, M017.1MShares$1.37 Billion17.14% of portfolio