Modern Wealth Management, LLC Vanguard Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,369 shares of VGSH stock, worth $254,756. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,369Holding current value
$254,756% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
894Shares Held
241MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.92 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.27 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$399 Million0.07% of portfolio
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Orgel Wealth Management, LLC6.84MShares$399 Million11.09% of portfolio
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Envestnet Asset Management Inc6.73MShares$392 Million0.15% of portfolio