Kathleen S. Wright Associates Inc. Vanguard Total World Stk Index Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 10,249 shares of VT stock, worth $1.24 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
10,249
Previous 11,504
10.91%
Holding current value
$1.24 Million
Previous $1.38 Million
12.56%
% of portfolio
0.5%
Previous 0.56%
Shares
13 transactions
Others Institutions Holding VT
# of Institutions
1,085Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.59 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$556 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$539 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$374 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$292 Million0.79% of portfolio