Leonard Rickey Investment Advisors P.L.L.C. Vanguard Total World Stk Index Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $433 Million
- Q3 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 39,728 shares of VT stock, worth $4.69 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
39,728
Previous 39,842
0.29%
Holding current value
$4.69 Million
Previous $4.49 Million
5.97%
% of portfolio
1.1%
Previous 1.1%
Shares
28 transactions
Others Institutions Holding VT
# of Institutions
1,001Shares Held
88.9MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.39 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$494 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$477 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$287 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$284 Million4.91% of portfolio