Exencial Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 35,662 shares of VTIP stock, worth $1.78 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,662
Previous 34,237
4.16%
Holding current value
$1.78 Million
Previous $1.69 Million
2.25%
% of portfolio
0.06%
Previous 0.06%
Shares
21 transactions
Others Institutions Holding VTIP
# of Institutions
826Shares 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