All Gen Financial Advisors, Inc. Vanguard Transaction History
All Gen Financial Advisors, Inc.
- $338 Billion
- Q1 2025
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 335,404 shares of VGSH stock, worth $19.8 Million. This represents 5.83% of its overall portfolio holdings.
Number of Shares
335,404
Previous 329,950
1.65%
Holding current value
$19.8 Million
Previous $19.2 Billion
2.54%
% of portfolio
5.83%
Previous 6.45%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
1,028Shares Held
256MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$344 Million0.05% of portfolio