Advyzon Investment Management, LLC Vanguard Transaction History
Advyzon Investment Management, LLC
- $452 Billion
- Q2 2025
A detailed history of Advyzon Investment Management, LLC transactions in Vanguard stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 6,951 shares of VGSH stock, worth $409,066. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,951
Previous 8
86787.5%
Holding current value
$409,066
Previous $471,000
86647.35%
% of portfolio
0.09%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,064Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio