Iht Wealth Management, LLC Vanguard Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 2024
A detailed history of Iht Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,835 shares of VGSH stock, worth $394,926. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,835
Previous 7,246
5.67%
Holding current value
$394,926
Previous $422,000
6.16%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
886Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio