Investment Planning Advisors, Inc. Vanguard Total World Stk Index Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 11,660 shares of VT stock, worth $1.37 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
11,660
Previous 9,809
18.87%
Holding current value
$1.37 Million
Previous $1.17 Million
16.61%
% of portfolio
0.69%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,090Shares 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$543 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$527 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$365 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$286 Million0.79% of portfolio