Venturi Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 405 shares of VTIP stock, worth $19,492. This represents 0.0% of its overall portfolio holdings.
Number of Shares
405
Previous 678
40.27%
Holding current value
$19,492
Previous $32,000
40.63%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VTIP
# of Institutions
763Shares Held
133MCall Options Held
27KPut Options Held
1.5K-
Gibson Wealth Advisors LLC Tyler, TX19.9MShares$957 Million18.22% of portfolio
-
Sei Investments CO Oaks, PA7.89MShares$380 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.38MShares$259 Million4.52% of portfolio
-
Morgan Stanley New York, NY4.17MShares$201 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.91MShares$188 Million0.02% of portfolio