Ledge Wealth Management, Inc. Vanguard Total World Stk Index Transaction History
Ledge Wealth Management, Inc.
- $257 Million
- Q4 2023
A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 8,970 shares of VT stock, worth $1.25 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
8,970
Previous 8,970
-0.0%
Holding current value
$1.25 Million
Previous $835,000
10.42%
% of portfolio
0.36%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,146Shares 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