Sonoma Private Wealth LLC Vanguard Total World Stk Index Transaction History
Sonoma Private Wealth LLC
- $64.2 Billion
- Q3 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 7,560 shares of VT stock, worth $911,660. This represents 1.41% of its overall portfolio holdings.
Number of Shares
7,560
Previous 7,560
-0.0%
Holding current value
$911,660
Previous $851 Million
6.28%
% of portfolio
1.41%
Previous 1.38%
Shares
1 transactions
Others Institutions Holding VT
# of Institutions
999Shares Held
88.8MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.42 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$504 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$487 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$293 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$291 Million4.91% of portfolio