Ptm Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Ptm Wealth Management, LLC
- $168 Billion
- Q3 2025
A detailed history of Ptm Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 1,880 shares of VT stock, worth $261,771. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,880
Previous 1,873
0.37%
Holding current value
$261,771
Previous $243 Million
7.91%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding VT
# of Institutions
1,217Shares 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