Sonoma Private Wealth LLC Vanguard Total World Stk Index Transaction History
Sonoma Private Wealth LLC
- $61.9 Billion
- Q4 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 7,560 shares of VT stock, worth $897,825. This represents 1.43% of its overall portfolio holdings.
Number of Shares
7,560
Previous 7,560
-0.0%
Holding current value
$897,825
Previous $905 Million
1.85%
% of portfolio
1.43%
Previous 1.41%
Shares
1 transactions
Others Institutions Holding VT
# of Institutions
1,089Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.57 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$547 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$531 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$368 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$288 Million0.79% of portfolio