Comprehensive Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Comprehensive Wealth Management, LLC
- $115 Million
- Q2 2025
A detailed history of Comprehensive Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 21,018 shares of VT stock, worth $2.87 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
21,018Holding current value
$2.87 Million% of portfolio
2.35%Shares
1 transactions
Others Institutions Holding VT
# of Institutions
1,144Shares Held
112MCall Options Held
314KPut Options Held
91K-
Rakuten Investment Management, Inc. Tokyo, M015.7MShares$2.14 Billion8.31% of portfolio
-
Cambridge Associates LLC Boston, MA5.55MShares$759 Million15.63% of portfolio
-
Morgan Stanley New York, NY4.99MShares$682 Million0.04% of portfolio
-
Schroder Investment Management Group London, X03.69MShares$504 Million0.42% of portfolio
-
Us Bancorp \De\2.77MShares$378 Million0.45% of portfolio