Napa Wealth Management Vanguard Extended Duration Tre Transaction History
Napa Wealth Management
- $211 Billion
- Q3 2024
A detailed history of Napa Wealth Management transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Napa Wealth Management holds 14,345 shares of EDV stock, worth $964,988. This represents 0.54% of its overall portfolio holdings.
Number of Shares
14,345
Previous 10,881
31.84%
Holding current value
$964,988
Previous $799 Million
43.1%
% of portfolio
0.54%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding EDV
# of Institutions
197Shares Held
15.7MCall Options Held
416KPut Options Held
422K-
Envestnet Asset Management Inc1.03MShares$69.6 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$67.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN902KShares$60.7 Million0.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA891KShares$59.9 Million1.71% of portfolio
-
Mirae Asset Global Investments Co., Ltd.876KShares$58.9 Million0.31% of portfolio