Three Bridge Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Three Bridge Wealth Advisors, LLC
- $268 Million
- Q3 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 101,689 shares of VT stock, worth $12.1 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
101,689
Previous 98,029
3.73%
Holding current value
$12.1 Million
Previous $11 Million
10.24%
% of portfolio
4.54%
Previous 4.41%
Shares
8 transactions
Others Institutions Holding VT
# of Institutions
1,005Shares Held
86.7MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.41 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$499 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$483 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$291 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$288 Million4.91% of portfolio