Consilio Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Consilio Wealth Advisors, LLC
- $244 Million
- Q4 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 12,331 shares of VT stock, worth $1.45 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
12,331
Previous 11,434
7.85%
Holding current value
$1.45 Million
Previous $1.37 Million
5.85%
% of portfolio
0.59%
Previous 0.56%
Shares
10 transactions
Others Institutions Holding VT
# of Institutions
1,089Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.55 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$543 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$526 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$365 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$285 Million0.79% of portfolio