Avaii Wealth Management, LLC Vanguard Transaction History
Avaii Wealth Management, LLC
- $168 Million
- Q1 2024
A detailed history of Avaii Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 13,634 shares of VGSH stock, worth $790,226. This represents 0.47% of its overall portfolio holdings.
Number of Shares
13,634
Previous 12,863
5.99%
Holding current value
$790,226
Previous $750,000
5.47%
% of portfolio
0.47%
Previous 0.49%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio