Financial Perspectives, Inc Vanguard Total World Stk Index Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Financial Perspectives, Inc holds 2,878 shares of VT stock, worth $335,171. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,878
Previous 2,791
3.12%
Holding current value
$335,171
Previous $334 Million
1.19%
% of portfolio
0.11%
Previous 0.12%
Shares
12 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$1.53 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$537 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$520 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$361 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$282 Million0.79% of portfolio