Curran Financial Partners, LLC Vanguard Transaction History
Curran Financial Partners, LLC
- $246 Million
- Q2 2024
A detailed history of Curran Financial Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Curran Financial Partners, LLC holds 24,021 shares of VGSH stock, worth $1.4 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
24,021
Previous 22,292
7.76%
Holding current value
$1.4 Million
Previous $1.29 Million
7.57%
% of portfolio
0.57%
Previous 0.54%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
895Shares Held
241MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.92 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.27 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$399 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$399 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.73MShares$392 Million0.15% of portfolio