Silver Oak Wealth Management LLC Vanguard Total World Stk Index Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 38,335 shares of VT stock, worth $4.58 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
38,335
Previous 38,156
0.47%
Holding current value
$4.58 Million
Previous $4.3 Billion
6.78%
% of portfolio
1.03%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding VT
# of Institutions
999Shares Held
88.8MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.41 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$500 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$483 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$291 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$288 Million4.91% of portfolio