Tria Gen Wealth Management LLC Vanguard Intermediate Term Cor Transaction History
Tria Gen Wealth Management LLC
- $273 Million
- Q3 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 20,973 shares of VCIT stock, worth $1.71 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
20,973
Previous 21,387
1.94%
Holding current value
$1.71 Million
Previous $1.71 Million
2.75%
% of portfolio
0.64%
Previous 0.72%
Shares
16 transactions
Others Institutions Holding VCIT
# of Institutions
1,172Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.2 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.96 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.84 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.96 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.68 Billion8.85% of portfolio