Unique Wealth Strategies, LLC Vanguard Transaction History

Unique Wealth Strategies, LLC

$213 Billion
Q2 2024

A detailed history of Unique Wealth Strategies, LLC transactions in Vanguard stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 7 shares of VGSH stock, worth $411. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$411

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$57.55 - $58.0 $402 - $406	7 New	7 $406,000

Others Institutions Holding VGSH

# of Institutions

1,050

Shares Held

285M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

43.5M
Shares

$2.56 Billion
0.2% of portfolio
Morgan Stanley New York, NY

20.5M
Shares

$1.2 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.74M
Shares

$514 Million
0.04% of portfolio
Orgel Wealth Management, LLC

7.53M
Shares

$443 Million
10.66% of portfolio
Northern Trust Corp Chicago, IL

6.69M
Shares

$394 Million
0.06% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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