Altium Wealth Management LLC Vanguard Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Altium Wealth Management LLC holds 6,869 shares of VGSH stock, worth $404,034. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,869

Holding current value

$404,034

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	BUY	$58.29 - $59.37 $400,394 - $407,812	6,869 New	6,869 $404,000

Others Institutions Holding VGSH

# of Institutions

1,048

Shares Held

286M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

43.5M
Shares

$2.56 Billion
0.2% of portfolio
Morgan Stanley New York, NY

20.5M
Shares

$1.2 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.74M
Shares

$514 Million
0.04% of portfolio
Orgel Wealth Management, LLC

7.3M
Shares

$429 Million
10.92% of portfolio
Northern Trust Corp Chicago, IL

6.69M
Shares

$394 Million
0.06% of portfolio

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altium Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Altium Wealth Management LLC with notifications on news.

Account

Altium Wealth Management LLC Vanguard Transaction History