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 $341,261. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,789
Previous 3,010
92.33%
Holding current value
$341,261
Previous $175,000
93.71%
% of portfolio
0.12%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
1,024Shares Held
255MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$344 Million0.05% of portfolio