Ivc Wealth Advisors LLC Vanguard Transaction History
Ivc Wealth Advisors LLC
- $173 Million
- Q1 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 3,618 shares of VGSH stock, worth $209,735. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,618
Previous 3,576
1.17%
Holding current value
$209,735
Previous $208,000
0.96%
% of portfolio
0.12%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio