Connecticut Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding VT
# of Institutions
1,081Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.63 Billion51.6% of portfolio
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Cambridge Associates LLC Boston, MA4.61MShares$569 Million17.33% of portfolio
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Morgan Stanley New York, NY4.47MShares$552 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC3.1MShares$383 Million0.03% of portfolio
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Rockefeller Capital Management L.P. New York, NY2.42MShares$299 Million0.79% of portfolio