Global Wealth Management Investment Advisory, Inc. Vanguard Transaction History
Global Wealth Management Investment Advisory, Inc.
- $482 Million
- Q4 2024
A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Vanguard stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 443,261 shares of VGSH stock, worth $25.9 Million. This represents 5.36% of its overall portfolio holdings.
Number of Shares
443,261
Previous 416,079
6.53%
Holding current value
$25.9 Million
Previous $24.6 Million
5.02%
% of portfolio
5.36%
Previous 5.32%
Shares
26 transactions
Others Institutions Holding VGSH
# of Institutions
974Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$416 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio