Oak Harbor Wealth Partners, LLC Vanguard Total World Stk Index Put Options Transaction History

Oak Harbor Wealth Partners, LLC

$317 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VT

# of Institutions

980

Shares Held

86.9M

Call Options Held

213K

Put Options Held

50.6K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.39 Billion
50.12% of portfolio
Morgan Stanley New York, NY

3.99M
Shares

$469 Million
0.04% of portfolio
Cambridge Associates LLC Boston, MA

3.62M
Shares

$425 Million
18.68% of portfolio
Bank Of America Corp Charlotte, NC

2.63M
Shares

$310 Million
0.03% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$283 Million
4.91% of portfolio

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.