Jp Wealth Management, Inc. Vanguard Total World Stk Index Transaction History
Jp Wealth Management, Inc.
- $134 Billion
- Q2 2025
A detailed history of Jp Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 2,230 shares of VT stock, worth $311,018. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,230
Previous 2,230
-0.0%
Holding current value
$311,018
Previous $259 Million
10.84%
% of portfolio
0.21%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding VT
# of Institutions
1,152Shares Held
112MCall Options Held
314KPut Options Held
91K-
Rakuten Investment Management, Inc. Tokyo, M015.7MShares$2.18 Billion8.31% of portfolio
-
Cambridge Associates LLC Boston, MA5.55MShares$775 Million15.63% of portfolio
-
Morgan Stanley New York, NY4.99MShares$696 Million0.04% of portfolio
-
Schroder Investment Management Group London, X03.69MShares$514 Million0.42% of portfolio
-
Us Bancorp \De\2.77MShares$386 Million0.45% of portfolio