Cwc Advisors, Llc. Vanguard Transaction History
Cwc Advisors, Llc.
- $176 Billion
- Q1 2025
A detailed history of Cwc Advisors, Llc. transactions in Vanguard stock. As of the latest transaction made, Cwc Advisors, Llc. holds 79,541 shares of VGSH stock, worth $4.69 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
79,541
Previous 70,885
12.21%
Holding current value
$4.69 Million
Previous $4.12 Billion
13.19%
% of portfolio
2.66%
Previous 4.11%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,018Shares Held
266MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Horizon Financial Services, LLC11MShares$647 Million4.32% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio