Ever Source Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 31,401 shares of VT stock, worth $3.71 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
31,401
Previous 23,472
33.78%
Holding current value
$3.71 Million
Previous $2.81 Million
31.29%
% of portfolio
0.22%
Previous 0.19%
Shares
13 transactions
Others Institutions Holding VT
# of Institutions
1,090Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.56 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$544 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$527 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$366 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$286 Million0.79% of portfolio