Jp Wealth Management, Inc. Vanguard Total World Stk Index Transaction History
Jp Wealth Management, Inc.
- $149 Billion
- Q3 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 $310,505. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,230
Previous 2,230
-0.0%
Holding current value
$310,505
Previous $287 Million
7.22%
% of portfolio
0.21%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding VT
# of Institutions
1,216Shares Held
118MCall Options Held
251KPut Options Held
94.8K-
Rakuten Investment Management, Inc. Tokyo, M015.5MShares$2.16 Billion6.99% of portfolio
-
Schroder Investment Management Group London, X06.92MShares$963 Million0.78% of portfolio
-
Cambridge Associates LLC Boston, MA5.55MShares$772 Million14.23% of portfolio
-
Morgan Stanley New York, NY5.09MShares$708 Million0.04% of portfolio
-
Us Bancorp \De\3.97MShares$553 Million0.66% of portfolio