Clearstead Advisors, LLC Vanguard Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Clearstead Advisors, LLC holds 22,007 shares of VGSH stock, worth $1.28 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,007
Previous 22,026
0.09%
Holding current value
$1.28 Million
Previous $1.28 Million
1.64%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$828 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$416 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio