Sax Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,126 shares of VT stock, worth $1.25 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,126
Previous 9,871
2.58%
Holding current value
$1.25 Million
Previous $1.18 Million
0.68%
% of portfolio
0.09%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding VT
# of Institutions
1,075Shares Held
100MCall Options Held
142KPut Options Held
43.2K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.63 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$569 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$552 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$383 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$299 Million0.79% of portfolio