Pine Harbor Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 6,730 shares of VT stock, worth $805,581. This represents 0.4% of its overall portfolio holdings.
Number of Shares
6,730
Previous 6,723
0.1%
Holding current value
$805,581
Previous $757 Million
6.39%
% of portfolio
0.4%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding VT
# of Institutions
1,002Shares Held
88.9MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.41 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$500 Million18.74% of portfolio
-
Morgan Stanley New York, NY4.04MShares$484 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC2.43MShares$291 Million0.02% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA2.41MShares$288 Million4.91% of portfolio