Dynamic Advisor Solutions LLC Vanguard Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Vanguard stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 78,238 shares of VGSH stock, worth $4.6 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
78,238
Previous 77,749
0.63%
Holding current value
$4.6 Million
Previous $4.57 Million
0.81%
% of portfolio
0.14%
Previous 0.15%
Shares
20 transactions
Others Institutions Holding VGSH
# of Institutions
1,057Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio