Bright Futures Wealth Management, Llc. Vanguard Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
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 7,990 shares of VGSH stock, worth $465,177. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,990
Previous 6,779
17.86%
Holding current value
$465,177
Previous $393,000
19.85%
% of portfolio
0.24%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio