Iht Wealth Management, LLC Vanguard Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,021 shares of VGSH stock, worth $407,920. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,021
Previous 3,856
82.08%
Holding current value
$407,920
Previous $223,000
85.65%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
952Shares Held
233MCall Options Held
21.5KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL5.4MShares$314 Million0.05% of portfolio