Curio Wealth, LLC Vanguard Total World Stk Index Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Curio Wealth, LLC holds 110 shares of VT stock, worth $13,569. This represents 0.01% of its overall portfolio holdings.

Number of Shares

110

Holding current value

$13,569

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$117.09 - $123.07 $12,879 - $13,537	110 New	110 $12.9 Million

Others Institutions Holding VT

# of Institutions

1,067

Shares Held

97.6M

Call Options Held

171K

Put Options Held

45.5K

Texas Treasury Safekeeping Trust CO Austin, TX

13.2M
Shares

$1.63 Billion
51.6% of portfolio
Cambridge Associates LLC Boston, MA

4.61M
Shares

$569 Million
17.33% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$498 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$300 Million
0.02% of portfolio
Rockefeller Capital Management L.P. New York, NY

2.42M
Shares

$299 Million
0.79% of portfolio

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About VANGUARD TOTAL WORLD STK INDEX

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