All Gen Financial Advisors, Inc. Vanguard Transaction History
All Gen Financial Advisors, Inc.
- $298 Billion
- Q4 2024
A detailed history of All Gen Financial Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, All Gen Financial Advisors, Inc. holds 329,950 shares of VGSH stock, worth $19.3 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
329,950
Previous 323,789
1.9%
Holding current value
$19.3 Million
Previous $19.1 Billion
0.45%
% of portfolio
6.45%
Previous 6.2%
Shares
4 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