Cjm Wealth Advisers, Ltd. Vanguard Transaction History
Cjm Wealth Advisers, Ltd.
- $264 Billion
- Q1 2024
A detailed history of Cjm Wealth Advisers, Ltd. transactions in Vanguard stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 33,820 shares of VGSH stock, worth $1.95 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
33,820
Previous 43,759
22.71%
Holding current value
$1.95 Million
Previous $2.55 Billion
23.06%
% of portfolio
0.74%
Previous 1.13%
Shares
6 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