Robertson Stephens Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
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 59,675 shares of VT stock, worth $6.67 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
59,675
Previous 90,329
33.94%
Holding current value
$6.67 Million
Previous $10.6 Million
34.87%
% of portfolio
0.24%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding VT
# of Institutions
1,103Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.47 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$515 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$500 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$347 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$271 Million0.79% of portfolio