Investment Planning Advisors, Inc. Vanguard Total World Stk Index Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 9,809 shares of VT stock, worth $1.18 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
9,809
Previous 9,809
-0.0%
Holding current value
$1.18 Million
Previous $1.1 Billion
99.89%
% of portfolio
0.63%
Previous 0.56%
Shares
1 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$1.42 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