Diversify Wealth Management, LLC Vanguard Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 6,059 shares of VGSH stock, worth $352,694. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,059Holding current value
$352,694% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall 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$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
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Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio