Colony Family Offices, LLC Vanguard Transaction History
Colony Family Offices, LLC
- $265 Million
- Q1 2024
A detailed history of Colony Family Offices, LLC transactions in Vanguard stock. As of the latest transaction made, Colony Family Offices, LLC holds 137,255 shares of VGSH stock, worth $7.96 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
137,255
Previous 119,891
14.48%
Holding current value
$7.96 Million
Previous $6.99 Million
13.97%
% of portfolio
3.01%
Previous 2.85%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio