Leonard Rickey Investment Advisors P.L.L.C. Vanguard Total World Stk Index Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $387 Million
- Q1 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 40,130 shares of VT stock, worth $4.55 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
40,130
Previous 41,964
4.37%
Holding current value
$4.55 Million
Previous $4.32 Million
2.71%
% of portfolio
1.15%
Previous 1.28%
Shares
26 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