Aries Wealth Management Vanguard Transaction History
Aries Wealth Management
- $357 Million
- Q4 2024
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 $297,096. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,063
Previous 4,293
17.94%
Holding current value
$297,096
Previous $253,000
16.21%
% of portfolio
0.08%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
992Shares Held
254MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio