Long Island Wealth Management, Inc. Vanguard Total World Stk Index Transaction History
Long Island Wealth Management, Inc.
- $160 Billion
- Q4 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 13,258 shares of VT stock, worth $1.64 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
13,258
Previous 12,166
8.98%
Holding current value
$1.64 Million
Previous $1.46 Billion
6.95%
% of portfolio
0.97%
Previous 0.96%
Shares
5 transactions
Others Institutions Holding VT
# of Institutions
1,083Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.63 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$571 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$553 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$384 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$300 Million0.79% of portfolio