Investment Planning Advisors, Inc. Vanguard Total World Stk Index Transaction History
Investment Planning Advisors, Inc.
- $202 Million
- Q1 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 13,167 shares of VT stock, worth $1.47 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
13,167
Previous 11,660
12.92%
Holding current value
$1.47 Million
Previous $1.37 Million
11.47%
% of portfolio
0.75%
Previous 0.69%
Shares
3 transactions
Others Institutions Holding VT
# of Institutions
1,101Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.47 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$515 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$500 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$347 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$271 Million0.79% of portfolio