Holos Integrated Wealth LLC Vanguard Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 492 shares of VGSH stock, worth $28,954. This represents 0.02% of its overall portfolio holdings.
Number of Shares
492
Previous 492
-0.0%
Holding current value
$28,954
Previous $28.9 Million
0.15%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
1,078Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio