Estate Counselors, LLC Vanguard Total World Stk Index Transaction History

Estate Counselors, LLC

$362 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 15, 2018	SELL	N/A	-96,500 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	N/A	1,500 Added 1.58%	96,500 $7.08 Million
Q1 2018 Apr 13, 2018	BUY	N/A	95,000 New	95,000 $7 Million

Others Institutions Holding VT

# of Institutions

1,083

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

Texas Treasury Safekeeping Trust CO Austin, TX

13.2M
Shares

$1.63 Billion
51.6% of portfolio
Cambridge Associates LLC Boston, MA

4.61M
Shares

$571 Million
17.33% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$553 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.1M
Shares

$384 Million
0.03% of portfolio
Rockefeller Capital Management L.P. New York, NY

2.42M
Shares

$300 Million
0.79% of portfolio

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Estate Counselors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Estate Counselors, LLC with notifications on news.