Consilio Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Consilio Wealth Advisors, LLC
- $242 Million
- Q3 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 11,434 shares of VT stock, worth $1.37 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
11,434
Previous 11,431
0.03%
Holding current value
$1.37 Million
Previous $1.29 Million
6.29%
% of portfolio
0.56%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding VT
# of Institutions
1,002Shares Held
88.9MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.41 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$500 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$484 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$291 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$288 Million4.91% of portfolio