Jpl Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Jpl Wealth Management, LLC
- $349 Billion
- Q4 2024
A detailed history of Jpl Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 14,206 shares of VOT stock, worth $3.55 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
14,206
Previous 9,384
51.39%
Holding current value
$3.55 Million
Previous $2.15 Billion
67.33%
% of portfolio
1.03%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,056Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$775 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$719 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$679 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$572 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$464 Million0.34% of portfolio