Accurate Wealth Management, LLC Vanguard Transaction History
Accurate Wealth Management, LLC
- $426 Million
- Q2 2024
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 27,763 shares of VGSH stock, worth $1.63 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
27,763
Previous 25,690
8.07%
Holding current value
$1.63 Million
Previous $1.49 Million
7.91%
% of portfolio
0.38%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
900Shares Held
233MCall Options Held
15.1KPut Options Held
44K-
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