Walter & Keenan Wealth Management LLC Vanguard Total World Stk Index Transaction History
Walter & Keenan Wealth Management LLC
- $330 Million
- Q1 2025
A detailed history of Walter & Keenan Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 56,759 shares of VT stock, worth $6.57 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
56,759
Previous 55,402
2.45%
Holding current value
$6.57 Million
Previous $6.51 Million
1.12%
% of portfolio
2.0%
Previous 1.98%
Shares
21 transactions
Others Institutions Holding VT
# of Institutions
1,107Shares Held
100MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.53 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$534 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$517 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$359 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$280 Million0.79% of portfolio