Level Financial Advisors, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 40,922 shares of VTIP stock, worth $2.04 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
40,922
Previous 45,698
10.45%
Holding current value
$2.04 Million
Previous $2.25 Million
12.07%
% of portfolio
0.79%
Previous 0.93%
Shares
13 transactions
Others Institutions Holding VTIP
# of Institutions
819Shares 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