Foundations Investment Advisors, LLC Vanguard Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 685,221 shares of VGSH stock, worth $39.7 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
685,221
Previous 1,044,798
34.42%
Holding current value
$39.7 Million
Previous $60.9 Million
34.71%
% of portfolio
1.11%
Previous 1.77%
Shares
15 transactions
Others Institutions Holding VGSH
# of Institutions
882Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio