Robertson Stephens Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 90,329 shares of VT stock, worth $10.5 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
90,329
Previous 92,029
1.85%
Holding current value
$10.5 Million
Previous $11 Million
3.67%
% of portfolio
0.39%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding VT
# of Institutions
1,090Shares Held
99.6MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.53 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$534 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$517 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$359 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$281 Million0.79% of portfolio