Endowment Wealth Management, Inc. Vanguard Total World Stk Index Transaction History
Endowment Wealth Management, Inc.
- $137 Million
- Q3 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 28,599 shares of VT stock, worth $3.38 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
28,599
Previous 27,902
2.5%
Holding current value
$3.38 Million
Previous $3.14 Million
8.94%
% of portfolio
2.5%
Previous 2.52%
Shares
12 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$1.39 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$494 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$477 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$287 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$284 Million4.91% of portfolio