Org Wealth Partners, LLC Vanguard Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Org Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Org Wealth Partners, LLC holds 395 shares of VGSH stock, worth $23,139. This represents 0.01% of its overall portfolio holdings.
Number of Shares
395Holding current value
$23,139% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
903Shares Held
235MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio