Accredited Wealth Management, LLC Vanguard Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 49,715 shares of VGSH stock, worth $2.9 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
49,715Holding current value
$2.9 Million% of portfolio
2.53%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
973Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
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