Wmg Financial Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Wmg Financial Advisors, LLC
- $215 Million
- Q4 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 5,961 shares of VTIP stock, worth $297,215. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,961
Previous 5,819
2.44%
Holding current value
$297,215
Previous $286,000
0.7%
% of portfolio
0.13%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VTIP
# of Institutions
819Shares Held
1.08BCall Options Held
9.2KPut Options Held
100-
Van Strum & Towne Inc. San Francisco, CA923MShares$46 Billion99.4% of portfolio
-
Jpmorgan Chase & CO New York, NY21.1MShares$1.05 Billion0.08% of portfolio
-
Sei Investments CO Oaks, PA8.64MShares$431 Million0.56% of portfolio
-
Goldman Sachs Group Inc New York, NY7.14MShares$356 Million0.06% of portfolio
-
Essential Planning, Llc. Portsmouth, NH6.83MShares$340 Million2.21% of portfolio