Evensky & Katz LLC Vanguard Transaction History
Evensky & Katz LLC
- $1.42 Billion
- Q1 2024
A detailed history of Evensky & Katz LLC transactions in Vanguard stock. As of the latest transaction made, Evensky & Katz LLC holds 1,061,261 shares of VGSH stock, worth $61.3 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
1,061,261
Previous 1,090,209
2.66%
Holding current value
$61.3 Million
Previous $63.6 Million
3.09%
% of portfolio
4.35%
Previous 4.78%
Shares
17 transactions
Others Institutions Holding VGSH
# of Institutions
886Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio