Collaborative Wealth Managment Inc. Vanguard Total World Stk Index Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 4,862 shares of VT stock, worth $576,244. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,862
Previous 4,912
1.02%
Holding current value
$576,244
Previous $553,000
5.06%
% of portfolio
0.27%
Previous 0.28%
Shares
12 transactions
Others Institutions Holding VT
# of Institutions
998Shares Held
88.1MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.4 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$495 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$479 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$288 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$286 Million4.91% of portfolio