Phillips Wealth Planners LLC Vanguard Total World Stk Index Transaction History
Phillips Wealth Planners LLC
- $100 Billion
- Q4 2024
A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 10,438 shares of VT stock, worth $1.27 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
10,438Holding current value
$1.27 Million% of portfolio
1.21%Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,014Shares Held
87.3MCall 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
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Morgan Stanley New York, NY4.04MShares$493 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC2.43MShares$297 Million0.02% of portfolio
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Partners Capital Investment Group, LLP Boston, MA2.41MShares$294 Million4.91% of portfolio