Diversify Advisory Services, LLC Vanguard Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 6,353 shares of VGSH stock, worth $374,954. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,353
Previous 4,802
32.3%
Holding current value
$374,954
Previous $277 Million
32.7%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$404 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$388 Million0.14% of portfolio