Transparent Wealth Partners LLC Vanguard Total World Stk Index Transaction History

Transparent Wealth Partners LLC

$136 Million
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-158,394 Closed	0 $0
Q1 2022 Apr 13, 2022	BUY	N/A	158,394 New	158,394 $16 Million

Others Institutions Holding VT

# of Institutions

933

Shares Held

86.2M

Call Options Held

203K

Put Options Held

44.2K

Texas Treasury Safekeeping Trust CO Austin, TX

14.9M
Shares

$1.71 Billion
2.39% of portfolio
Morgan Stanley New York, NY

3.95M
Shares

$453 Million
0.04% of portfolio
Cambridge Associates LLC Boston, MA

3.51M
Shares

$403 Million
20.78% of portfolio
Bank Of America Corp Charlotte, NC

2.72M
Shares

$312 Million
0.03% of portfolio
Edgehill Endowment Partners, LLC

2.63M
Shares

$301 Million
35.59% of portfolio

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