Five Pine Wealth Management Vanguard Transaction History
Five Pine Wealth Management
- $123 Billion
- Q1 2025
A detailed history of Five Pine Wealth Management transactions in Vanguard stock. As of the latest transaction made, Five Pine Wealth Management holds 18,793 shares of VGSH stock, worth $1.1 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
18,793
Previous 16,214
15.91%
Holding current value
$1.1 Million
Previous $943 Million
16.92%
% of portfolio
0.9%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,002Shares Held
253MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$419 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$343 Million0.05% of portfolio