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 $18.1 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
309,283
Previous 309,113
0.05%
Holding current value
$18.1 Million
Previous $18.2 Million
0.17%
% of portfolio
5.11%
Previous 4.98%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
900Shares Held
233MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio