Ever Source Wealth Advisors, LLC Vanguard Intermediate Term Tre Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 140,318 shares of VGIT stock, worth $8.16 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
140,318
Previous 120,051
16.88%
Holding current value
$8.16 Million
Previous $6.99 Million
21.29%
% of portfolio
0.57%
Previous 0.47%
Shares
12 transactions
Others Institutions Holding VGIT
# of Institutions
754Shares Held
386MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.17 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.96 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.25 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$918 Million3.23% of portfolio