Fingerlakes Wealth Management, Inc. Vanguard Total World Stk Index Transaction History
Fingerlakes Wealth Management, Inc.
- $103 Million
- Q1 2024
A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 14,531 shares of VT stock, worth $1.65 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
14,531
Previous 14,565
0.23%
Holding current value
$1.65 Million
Previous $1.5 Million
7.14%
% of portfolio
1.56%
Previous 1.62%
Shares
10 transactions
Others Institutions Holding VT
# of Institutions
930Shares Held
86.2MCall Options Held
203KPut Options Held
44.2K-
Texas Treasury Safekeeping Trust CO Austin, TX14.9MShares$1.69 Billion2.39% of portfolio
-
Morgan Stanley New York, NY3.95MShares$447 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.51MShares$398 Million20.78% of portfolio
-
Bank Of America Corp Charlotte, NC2.72MShares$308 Million0.03% of portfolio
-
Edgehill Endowment Partners, LLC2.63MShares$298 Million35.59% of portfolio