Trellis Wealth Advisors LLC Vanguard Total World Stk Index Transaction History
Trellis Wealth Advisors LLC
- $199 Billion
- Q4 2024
A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 10,223 shares of VT stock, worth $1.2 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
10,223
Previous 10,281
0.56%
Holding current value
$1.2 Million
Previous $1.23 Billion
2.41%
% of portfolio
0.6%
Previous 0.62%
Shares
9 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$1.55 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$541 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$525 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$364 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$285 Million0.79% of portfolio