Tria Gen Wealth Management LLC Vanguard Extended Duration Tre Transaction History

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024

A detailed history of Tria Gen Wealth Management LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 2,932 shares of EDV stock, worth $199,757. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,932
Previous 2,884 1.66%
Holding current value
$199,757
Previous $211,000 10.43%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$70.73 - $83.52 $3,395 - $4,008
48 Added 1.66%
2,932 $233,000
Q2 2024

Jul 18, 2024
BUY
$68.41 - $76.58 $197,294 - $220,856
2,884 New
2,884 $211,000

Others Institutions Holding EDV

# of Institutions
197
Shares Held
15.7M
Call Options Held
416K
Put Options Held
422K
View Full List

About VANGUARD EXTENDED DURATION TRE

EDV Quotes by TradingView
  • Ticker EDV
  • Sector ETFs
  • Industry ETFs
More about EDV
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email