Silver Oak Wealth Management LLC Vanguard Total World Stk Index Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 38,335 shares of VT stock, worth $4.62 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
38,335
Previous 38,156
0.47%
Holding current value
$4.62 Million
Previous $4.3 Billion
6.78%
% of portfolio
1.03%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding VT
# of Institutions
984Shares Held
88.5MCall Options Held
213KPut Options Held
50.6K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.42 Billion50.12% of portfolio
-
Morgan Stanley New York, NY3.99MShares$481 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.62MShares$436 Million18.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$317 Million0.03% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$290 Million4.91% of portfolio