Hb Wealth Management, LLC Vanguard Transaction History
Hb Wealth Management, LLC
- $8.6 Billion
- Q2 2024
A detailed history of Hb Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Hb Wealth Management, LLC holds 165,241 shares of VGSH stock, worth $9.73 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
165,241
Previous 202,296
18.32%
Holding current value
$9.73 Million
Previous $11.7 Million
18.43%
% of portfolio
0.11%
Previous 0.15%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
899Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$403 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$387 Million0.14% of portfolio