Captrust Financial Advisors Vanguard Transaction History
Captrust Financial Advisors
- $30 Billion
- Q1 2024
A detailed history of Captrust Financial Advisors transactions in Vanguard stock. As of the latest transaction made, Captrust Financial Advisors holds 169,044 shares of VGSH stock, worth $9.77 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
169,044
Previous 62,300
171.34%
Holding current value
$9.77 Million
Previous $3.63 Million
170.19%
% of portfolio
0.03%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding VGSH
# of Institutions
886Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio