J.W. Cole Advisors, Inc. Vanguard Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 11,377 shares of VGSH stock, worth $672,039. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,377
Previous 9,681
17.52%
Holding current value
$672,039
Previous $562,000
17.26%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
902Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$404 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$388 Million0.14% of portfolio