Mosaic Family Wealth Partners, LLC Vanguard Total World Stk Index Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 4,252 shares of VT stock, worth $499,482. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,252
Previous 4,252
-0.0%
Holding current value
$499,482
Previous $509 Million
1.85%
% of portfolio
0.07%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding VT
# of Institutions
1,089Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.55 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$541 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$525 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$364 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$285 Million0.79% of portfolio