Long Island Wealth Management, Inc. Vanguard Total World Stk Index Transaction History
Long Island Wealth Management, Inc.
- $142 Billion
- Q1 2024
A detailed history of Long Island Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 10,935 shares of VT stock, worth $1.25 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
10,935
Previous 5,795
88.7%
Holding current value
$1.25 Million
Previous $596 Million
102.68%
% of portfolio
0.85%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
931Shares Held
86.2MCall Options Held
203KPut Options Held
44.2K-
Texas Treasury Safekeeping Trust CO Austin, TX14.9MShares$1.71 Billion2.39% of portfolio
-
Morgan Stanley New York, NY3.95MShares$453 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.51MShares$403 Million20.78% of portfolio
-
Bank Of America Corp Charlotte, NC2.72MShares$312 Million0.03% of portfolio
-
Edgehill Endowment Partners, LLC2.63MShares$302 Million35.59% of portfolio