Clear Perspectives Financial Planning, LLC Vanguard Total World Stk Index Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 2,263 shares of VT stock, worth $262,100. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,263
Previous 2,263
-0.0%
Holding current value
$262,100
Previous $195,000
6.67%
% of portfolio
0.12%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding VT
# of Institutions
1,090Shares Held
99.6MCall 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$534 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$517 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$359 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$281 Million0.79% of portfolio