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
1,059Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$513 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$393 Million0.06% of portfolio