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 $3.47 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
14,206
Previous 9,384
51.39%
Holding current value
$3.47 Million
Previous $2.15 Billion
67.33%
% of portfolio
1.03%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares Held
42.3MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$757 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$702 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$663 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$559 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$453 Million0.34% of portfolio