Strategic Financial Concepts, LLC Vanguard Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 104,205 shares of VGSH stock, worth $6.15 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
104,205Holding current value
$6.15 Million% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
902Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$471 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$404 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$388 Million0.14% of portfolio