Altfest L J & CO Inc Vanguard Transaction History
Altfest L J & CO Inc
- $650 Million
- Q1 2025
A detailed history of Altfest L J & CO Inc transactions in Vanguard stock. As of the latest transaction made, Altfest L J & CO Inc holds 550,207 shares of VGSH stock, worth $32.2 Million. This represents 4.97% of its overall portfolio holdings.
Number of Shares
550,207
Previous 534,040
3.03%
Holding current value
$32.2 Million
Previous $31.1 Million
3.93%
% of portfolio
4.97%
Previous 4.49%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,031Shares Held
275MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio