Beverly Hills Private Wealth, LLC Vanguard Transaction History
Beverly Hills Private Wealth, LLC
- $506 Billion
- Q1 2025
A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 179,852 shares of VGSH stock, worth $10.5 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
179,852
Previous 157,612
14.11%
Holding current value
$10.5 Million
Previous $9.17 Billion
15.11%
% of portfolio
2.09%
Previous 1.85%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
1,025Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$441 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$404 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio