Aries Wealth Management Vanguard Transaction History
Aries Wealth Management
- $361 Million
- Q1 2025
A detailed history of Aries Wealth Management transactions in Vanguard stock. As of the latest transaction made, Aries Wealth Management holds 5,063 shares of VGSH stock, worth $296,894. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,063
Previous 5,063
-0.0%
Holding current value
$296,894
Previous $294,000
1.02%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
1,025Shares Held
272MCall 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, LLC7.54MShares$442 Million12.2% 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