Heritage Financial Services, LLC Vanguard Intermediate Term Tre Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
A detailed history of Heritage Financial Services, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Heritage Financial Services, LLC holds 2,658,155 shares of VGIT stock, worth $154 Million. This represents 21.95% of its overall portfolio holdings.
Number of Shares
2,658,155
Previous 2,556,090
3.99%
Holding current value
$154 Million
Previous $149 Million
7.9%
% of portfolio
21.95%
Previous 21.94%
Shares
8 transactions
Others Institutions Holding VGIT
# of Institutions
754Shares Held
386MCall Options Held
26.7KPut Options Held
12K-
Jpmorgan Chase & CO New York, NY71.7MShares$4.15 Billion0.36% of portfolio
-
Bank Of America Corp Charlotte, NC50.9MShares$2.94 Billion0.26% of portfolio
-
Employees Retirement System Of Texas21.5MShares$1.24 Billion11.23% of portfolio
-
Morgan Stanley New York, NY20.9MShares$1.21 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO15.8MShares$913 Million3.23% of portfolio