Burkett Financial Services, LLC Vanguard Intermediate Term Tre Transaction History
Burkett Financial Services, LLC
- $239 Million
- Q4 2025
A detailed history of Burkett Financial Services, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Burkett Financial Services, LLC holds 87,978 shares of VGIT stock, worth $5.28 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
87,978
Previous 69,010
27.49%
Holding current value
$5.28 Million
Previous $4.14 Million
27.43%
% of portfolio
2.21%
Previous 1.74%
Shares
9 transactions
Others Institutions Holding VGIT
# of Institutions
914Shares Held
427MCall Options Held
4KPut Options Held
5.4K-
Jpmorgan Chase & CO New York, NY71.8MShares$4.31 Billion0.28% of portfolio
-
Bank Of America Corp Charlotte, NC49.8MShares$2.99 Billion0.21% of portfolio
-
Employees Retirement System Of Texas23.9MShares$1.43 Billion11.45% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO20.4MShares$1.23 Billion3.42% of portfolio
-
Morgan Stanley New York, NY19.8MShares$1.19 Billion0.07% of portfolio