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 $18.2 Million. This represents 5.11% of its overall portfolio holdings.
Number of Shares
309,283
Previous 309,113
0.05%
Holding current value
$18.2 Million
Previous $18.2 Million
0.17%
% of portfolio
5.11%
Previous 4.98%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,016Shares Held
266MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Horizon Financial Services, LLC11MShares$647 Million4.32% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio