Investment Planning Advisors, Inc. Vanguard Total World Stk Index Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 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 9,809 shares of VT stock, worth $1.17 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
9,809
Previous 9,809
-0.0%
Holding current value
$1.17 Million
Previous $1.1 Billion
99.89%
% of portfolio
0.63%
Previous 0.56%
Shares
1 transactions
Others Institutions Holding VT
# of Institutions
981Shares Held
87.7MCall Options Held
213KPut Options Held
50.6K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.4 Billion50.12% of portfolio
-
Morgan Stanley New York, NY3.99MShares$475 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.62MShares$430 Million18.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$313 Million0.03% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$287 Million4.91% of portfolio