Alaethes Wealth LLC Vanguard Transaction History
Alaethes Wealth LLC
- $264 Million
- Q4 2024
A detailed history of Alaethes Wealth LLC transactions in Vanguard stock. As of the latest transaction made, Alaethes Wealth LLC holds 493,324 shares of VGSH stock, worth $28.9 Million. This represents 10.89% of its overall portfolio holdings.
Number of Shares
493,324
Previous 473,060
4.28%
Holding current value
$28.9 Million
Previous $27.9 Million
2.8%
% of portfolio
10.89%
Previous 10.73%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
980Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$434 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio