True Wealth Financial Partners Vanguard Total World Stk Index Call Options Transaction History

True Wealth Financial Partners

$164 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VT

# of Institutions

1,001

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.43 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$506 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$489 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$294 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$292 Million
4.91% of portfolio

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Financial Partners with notifications on news.