Tria Gen Wealth Management LLC Vanguard Total Stock Market Et Transaction History
Tria Gen Wealth Management LLC
- $277 Million
- Q4 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 9,491 shares of VTI stock, worth $2.69 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
9,491
Previous 9,432
0.63%
Holding current value
$2.69 Million
Previous $2.67 Million
3.0%
% of portfolio
0.99%
Previous 0.98%
Shares
16 transactions
Others Institutions Holding VTI
# of Institutions
3,376Shares Held
454MCall Options Held
1.31MPut Options Held
1.13M-
Vanguard Group Inc Valley Forge, PA53.7MShares$15.2 Billion0.28% of portfolio
-
Betterment LLC New York, NY27MShares$7.64 Billion18.8% of portfolio
-
Bank Of America Corp Charlotte, NC13.2MShares$3.73 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$3.66 Billion1.57% of portfolio
-
Morgan Stanley New York, NY12.8MShares$3.64 Billion0.27% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity