Strategic Family Wealth Counselors, L.L.C. Vanguard Total World Stk Index Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $253 Million
- Q1 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 12,361 shares of VT stock, worth $1.4 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
12,361
Previous 11,048
11.88%
Holding current value
$1.4 Million
Previous $1.14 Million
20.16%
% of portfolio
0.54%
Previous 0.48%
Shares
18 transactions
Others Institutions Holding VT
# of Institutions
930Shares Held
86.2MCall Options Held
203KPut Options Held
44.2K-
Texas Treasury Safekeeping Trust CO Austin, TX14.9MShares$1.69 Billion2.39% of portfolio
-
Morgan Stanley New York, NY3.95MShares$447 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.51MShares$398 Million20.78% of portfolio
-
Bank Of America Corp Charlotte, NC2.72MShares$308 Million0.03% of portfolio
-
Edgehill Endowment Partners, LLC2.63MShares$298 Million35.59% of portfolio