Atticus Wealth Management, LLC Vanguard Transaction History
Atticus Wealth Management, LLC
- $281 Million
- Q1 2025
A detailed history of Atticus Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 5,789 shares of VGSH stock, worth $340,103. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,789
Previous 3,010
92.33%
Holding current value
$340,103
Previous $175,000
93.71%
% of portfolio
0.12%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.31 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$443 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$406 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$368 Million0.06% of portfolio