Bt Wealth Management LLC Vanguard Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
A detailed history of Bt Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Bt Wealth Management LLC holds 309,283 shares of VGSH stock, worth $18 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
309,283
Previous 309,113
0.05%
Holding current value
$18 Million
Previous $18.2 Million
0.17%
% of portfolio
5.11%
Previous 4.98%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall 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