Axxcess Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 174,014 shares of VTIP stock, worth $8.49 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
174,014
Previous 204,767
15.02%
Holding current value
$8.49 Million
Previous $9.81 Million
13.87%
% of portfolio
0.23%
Previous 0.28%
Shares
10 transactions
Others Institutions Holding VTIP
# of Institutions
760Shares Held
119MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$395 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.75MShares$281 Million4.48% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$180 Million0.02% of portfolio