Genesis Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Genesis Wealth Advisors, LLC
- $133 Billion
- Q2 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 2,475 shares of VT stock, worth $324,324. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,475
Previous 2,475
-0.0%
Holding current value
$324,324
Previous $287 Million
10.84%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,123Shares Held
111MCall Options Held
315KPut Options Held
120K-
Rakuten Investment Management, Inc. Tokyo, M015.7MShares$2.05 Billion8.31% of portfolio
-
Cambridge Associates LLC Boston, MA4.79MShares$628 Million15.87% of portfolio
-
Morgan Stanley New York, NY4.67MShares$612 Million0.04% of portfolio
-
Us Bancorp \De\2.77MShares$363 Million0.45% of portfolio
-
Northern Trust Corp Chicago, IL2.57MShares$337 Million0.05% of portfolio