Endowment Wealth Management, Inc. Vanguard Total World Stk Index Transaction History
Endowment Wealth Management, Inc.
- $133 Million
- Q4 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 29,125 shares of VT stock, worth $3.24 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
29,125
Previous 28,599
1.84%
Holding current value
$3.24 Million
Previous $3.42 Million
0.06%
% of portfolio
2.57%
Previous 2.5%
Shares
13 transactions
Others Institutions Holding VT
# of Institutions
1,099Shares Held
99.8MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.47 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$512 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$497 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$344 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$269 Million0.79% of portfolio