Novak & Powell Financial Services, Inc. Vanguard Transaction History
Novak & Powell Financial Services, Inc.
- $172 Billion
- Q3 2024
A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 8,600 shares of VGSH stock, worth $501,036. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,600
Previous 8,600
-0.0%
Holding current value
$501,036
Previous $499 Million
1.78%
% of portfolio
0.29%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
965Shares Held
261MCall Options Held
11KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.27 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$415 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$340 Million0.05% of portfolio