Clearstead Advisors, LLC Vanguard Transaction History
Clearstead Advisors, LLC
- $6.44 Billion
- Q4 2024
A detailed history of Clearstead Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Clearstead Advisors, LLC holds 142 shares of VGSH stock, worth $8,272. This represents 0.0% of its overall portfolio holdings.
Number of Shares
142
Previous 22,007
99.35%
Holding current value
$8,272
Previous $1.3 Million
99.38%
% of portfolio
0.0%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
973Shares Held
261MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.27 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$415 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$340 Million0.05% of portfolio