Long Island Wealth Management, Inc. Vanguard Total World Stk Index Transaction History
Long Island Wealth Management, Inc.
- $152 Billion
- Q3 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 12,166 shares of VT stock, worth $1.44 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
12,166
Previous 12,091
0.62%
Holding current value
$1.44 Million
Previous $1.36 Billion
6.92%
% of portfolio
0.96%
Previous 0.96%
Shares
4 transactions
Others Institutions Holding VT
# of Institutions
1,001Shares Held
88.9MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.39 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$494 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$477 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$287 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$284 Million4.91% of portfolio