Curran Financial Partners, LLC Vanguard Transaction History
Curran Financial Partners, LLC
- $322 Million
- Q4 2024
A detailed history of Curran Financial Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Curran Financial Partners, LLC holds 35,131 shares of VGSH stock, worth $2.05 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
35,131
Previous 28,099
25.03%
Holding current value
$2.05 Million
Previous $1.66 Million
23.22%
% of portfolio
0.63%
Previous 0.57%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
931Shares Held
230MCall 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$833 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$385 Million0.03% of portfolio