Avidian Wealth Solutions, LLC Vanguard Total World Stk Index Transaction History
Avidian Wealth Solutions, LLC
- $2.37 Billion
- Q2 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,429 shares of VT stock, worth $617,712. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,429
Previous 4,429
-0.0%
Holding current value
$617,712
Previous $513,000
10.92%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VT
# of Institutions
1,146Shares Held
112MCall Options Held
314KPut Options Held
91K-
Rakuten Investment Management, Inc. Tokyo, M015.7MShares$2.18 Billion8.31% of portfolio
-
Cambridge Associates LLC Boston, MA5.55MShares$775 Million15.63% of portfolio
-
Morgan Stanley New York, NY4.99MShares$696 Million0.04% of portfolio
-
Schroder Investment Management Group London, X03.69MShares$514 Million0.42% of portfolio
-
Us Bancorp \De\2.77MShares$386 Million0.45% of portfolio