Investment Planning Advisors, Inc. Vanguard Total World Stk Index Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
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 11,660 shares of VT stock, worth $1.42 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
11,660
Previous 9,809
18.87%
Holding current value
$1.42 Million
Previous $1.17 Million
16.61%
% of portfolio
0.69%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,009Shares Held
86.8MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.44 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$510 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$493 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$297 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$294 Million4.91% of portfolio