Kcs Wealth Advisory Vanguard Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
A detailed history of Kcs Wealth Advisory transactions in Vanguard stock. As of the latest transaction made, Kcs Wealth Advisory holds 203,100 shares of VGSH stock, worth $11.8 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
203,100
Previous 232,766
12.74%
Holding current value
$11.8 Million
Previous $13.4 Million
12.94%
% of portfolio
5.22%
Previous 4.88%
Shares
12 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