Colony Family Offices, LLC Vanguard Transaction History
Colony Family Offices, LLC
- $296 Million
- Q3 2024
A detailed history of Colony Family Offices, LLC transactions in Vanguard stock. As of the latest transaction made, Colony Family Offices, LLC holds 145,218 shares of VGSH stock, worth $8.47 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
145,218
Previous 126,576
14.73%
Holding current value
$8.47 Million
Previous $7.34 Million
16.76%
% of portfolio
2.89%
Previous 2.75%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
929Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$832 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio