49 Wealth Management, LLC Vanguard Transaction History
49 Wealth Management, LLC
- $702 Billion
- Q4 2024
A detailed history of 49 Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, 49 Wealth Management, LLC holds 96,911 shares of VGSH stock, worth $5.66 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
96,911
Previous 69,273
39.9%
Holding current value
$5.66 Million
Previous $4.09 Billion
37.91%
% of portfolio
0.8%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
974Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$416 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio