Circle Wealth Management, LLC Vanguard Total World Stk Index Call Options Transaction History

Circle Wealth Management, LLC

$4.34 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VT

# of Institutions

979

Shares Held

86.9M

Call Options Held

213K

Put Options Held

50.6K

Texas Treasury Safekeeping Trust CO Austin, TX

11M
Shares

$1.29 Billion
48.85% of portfolio
Morgan Stanley New York, NY

3.99M
Shares

$469 Million
0.04% of portfolio
Cambridge Associates LLC Boston, MA

3.62M
Shares

$425 Million
18.68% of portfolio
Bank Of America Corp Charlotte, NC

2.63M
Shares

$310 Million
0.03% of portfolio
Jane Street Group, LLC New York, NY

2.1M
Shares

$247 Million
0.27% 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.