Ima Wealth, Inc. Vanguard Total World Stk Index Transaction History

Ima Wealth, Inc.

$829 Million
Q4 2024

A detailed history of Ima Wealth, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ima Wealth, Inc. holds 7,642 shares of VT stock, worth $943,710. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,642

Holding current value

$943,710

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$117.09 - $123.07 $894,801 - $940,500	7,642 New	7,642 $897,000

Others Institutions Holding VT

# of Institutions

1,082

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

Texas Treasury Safekeeping Trust CO Austin, TX

13.2M
Shares

$1.63 Billion
51.6% of portfolio
Cambridge Associates LLC Boston, MA

4.61M
Shares

$569 Million
17.33% of portfolio
Morgan Stanley New York, NY

4.47M
Shares

$552 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

3.1M
Shares

$383 Million
0.03% of portfolio
Rockefeller Capital Management L.P. New York, NY

2.42M
Shares

$299 Million
0.79% of portfolio

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account