Total Wealth Planning, LLC Vanguard Total World Stk Index Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Total Wealth Planning, LLC holds 14,926 shares of VT stock, worth $1.82 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
14,926
Previous 16,804
11.18%
Holding current value
$1.82 Million
Previous $1.89 Million
5.6%
% of portfolio
0.29%
Previous 0.34%
Shares
17 transactions
Others Institutions Holding VT
# of Institutions
1,001Shares Held
88.9MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.44 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$509 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$492 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$296 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$293 Million4.91% of portfolio