Hb Wealth Management, LLC Vanguard Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Hb Wealth Management, LLC holds 84,880 shares of VGSH stock, worth $4.96 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
84,880
Previous 152,534
44.35%
Holding current value
$4.96 Million
Previous $9 Million
45.15%
% of portfolio
0.05%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
263MCall 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$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio