Activest Wealth Management Vanguard Total World Stk Index Transaction History

Activest Wealth Management

$332 Million
Q4 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$117.09 - $123.07 $0 - $0	0 New	0 $0
Q3 2023 Oct 10, 2023	BUY	$92.79 - $100.59 $0 - $0	0 New	0 $0

Others Institutions Holding VT

# of Institutions

1,025

Shares Held

87.4M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.43 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$505 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$489 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$294 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$291 Million
4.91% of portfolio

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Activest Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Activest Wealth Management with notifications on news.