Wmg Financial Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Wmg Financial Advisors, LLC
- $178 Million
- Q2 2024
A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,661 shares of VTIP stock, worth $277,841. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,661
Previous 5,376
5.3%
Holding current value
$277,841
Previous $257,000
6.61%
% of portfolio
0.15%
Previous 0.15%
Shares
2 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