Martel Wealth Advisors Inc VANGUARD MALVERN FDS Transaction History

Martel Wealth Advisors Inc

  • $512 Billion
  • Q4 2024
Number of Shares
1,097,152
Holding current value
$83.2 Billion
% of portfolio
16.24%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
N/A
1,097,152 New
1,097,152 $83.2 Billion
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