True Wealth Financial Partners Vanguard Sht Trm Inflt Prot Fd Transaction History
True Wealth Financial Partners
- $153 Million
- Q2 2024
A detailed history of True Wealth Financial Partners transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, True Wealth Financial Partners holds 159,491 shares of VTIP stock, worth $7.83 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
159,491
Previous 145,315
9.76%
Holding current value
$7.83 Million
Previous $6.96 Million
11.24%
% of portfolio
5.06%
Previous 4.88%
Shares
11 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$398 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$276 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$243 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$237 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$182 Million0.02% of portfolio