Kassira Wealth Management LLC Vanguard Transaction History
Kassira Wealth Management LLC
- $104 Billion
- Q3 2025
A detailed history of Kassira Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Kassira Wealth Management LLC holds 61,538 shares of VGSH stock, worth $3.62 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
61,538Holding current value
$3.62 Million% of portfolio
3.49%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
1,078Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
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Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
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Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
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Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
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Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio