All Gen Financial Advisors, Inc. Vanguard Transaction History
All Gen Financial Advisors, Inc.
- $246 Billion
- Q1 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 549,779 shares of VGSH stock, worth $31.9 Million. This represents 12.99% of its overall portfolio holdings.
Number of Shares
549,779Holding current value
$31.9 Million% of portfolio
12.99%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
883Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio