Bright Futures Wealth Management, Llc. Vanguard Transaction History
Bright Futures Wealth Management, Llc.
- $87.3 Million
- Q1 2025
A detailed history of Bright Futures Wealth Management, Llc. transactions in Vanguard stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 5,284 shares of VGSH stock, worth $309,589. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,284
Previous 5,776
8.52%
Holding current value
$309,589
Previous $336,000
7.74%
% of portfolio
0.36%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
1,031Shares Held
275MCall 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, LLC7.3MShares$428 Million10.92% 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