Pacific Capital Wealth Advisors, Inc Vanguard Total World Stk Index Transaction History
Pacific Capital Wealth Advisors, Inc
- $424 Million
- Q1 2024
Shares
2 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
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Morgan Stanley New York, NY3.95MShares$447 Million0.04% of portfolio
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Cambridge Associates LLC Boston, MA3.51MShares$398 Million20.78% of portfolio
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Bank Of America Corp Charlotte, NC2.72MShares$308 Million0.03% of portfolio
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Edgehill Endowment Partners, LLC2.63MShares$298 Million35.59% of portfolio