Creative Planning Vanguard Transaction History
Creative Planning
- $93.6 Billion
- Q2 2024
A detailed history of Creative Planning transactions in Vanguard stock. As of the latest transaction made, Creative Planning holds 1,070,408 shares of VGSH stock, worth $63.3 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,070,408
Previous 775,147
38.09%
Holding current value
$63.3 Million
Previous $45 Million
37.9%
% of portfolio
0.07%
Previous 0.05%
Shares
28 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$405 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$389 Million0.14% of portfolio