Hb Wealth Management, LLC Vanguard Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 2024
A detailed history of Hb Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Hb Wealth Management, LLC holds 152,534 shares of VGSH stock, worth $8.87 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
152,534
Previous 165,241
7.69%
Holding current value
$8.87 Million
Previous $9.58 Million
6.05%
% of portfolio
0.1%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio