Delap Wealth Advisory, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Delap Wealth Advisory, LLC
- $167 Billion
- Q4 2024
A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 45,118 shares of VTIP stock, worth $2.25 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
45,118
Previous 39,692
13.67%
Holding current value
$2.25 Million
Previous $1.96 Billion
11.62%
% of portfolio
1.31%
Previous 1.24%
Shares
9 transactions
Others Institutions Holding VTIP
# of Institutions
824Shares 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