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 $1.23 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,126
Previous 9,871
2.58%
Holding current value
$1.23 Million
Previous $1.18 Million
0.68%
% of portfolio
0.09%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding VT
# of Institutions
1,052Shares Held
95.8MCall Options Held
171KPut Options Held
45.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.6 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$507 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$490 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$295 Million0.02% of portfolio
-
Us Bancorp \De\2.39MShares$289 Million0.37% of portfolio