Fsm Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Fsm Wealth Advisors, LLC
- $298 Million
- Q2 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 135,583 shares of VT stock, worth $16.2 Million. This represents 5.12% of its overall portfolio holdings.
Number of Shares
135,583
Previous 124,190
9.17%
Holding current value
$16.2 Million
Previous $13.7 Million
11.28%
% of portfolio
5.12%
Previous 4.88%
Shares
9 transactions
Others Institutions Holding VT
# of Institutions
959Shares Held
86.8MCall Options Held
209KPut Options Held
49.6K-
Texas Treasury Safekeeping Trust CO Austin, TX11MShares$1.31 Billion48.85% of portfolio
-
Morgan Stanley New York, NY3.99MShares$476 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.62MShares$431 Million18.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$314 Million0.03% of portfolio
-
Jane Street Group, LLC New York, NY2.1MShares$250 Million0.27% of portfolio