Wespac Advisors, LLC Vanguard Extended Duration Tre Transaction History

Wespac Advisors, LLC

$131 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$83.61 - $92.95 $799,980 - $889,345	9,568 New	9,568 $866,000
Q2 2019 Jul 23, 2019	SELL	N/A	-24,124 Closed	0 $0
Q1 2019 Apr 19, 2019	BUY	N/A	24,124 New	24,124 $2.88 Million

Others Institutions Holding EDV

# of Institutions

190

Shares Held

15.5M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$69.8 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$68 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$60.8 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$60.1 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$59 Million
0.31% of portfolio

About VANGUARD EXTENDED DURATION TRE

Ticker EDV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors, LLC with notifications on news.