Kestra Advisory Services, LLC Vanguard Transaction History
Kestra Advisory Services, LLC
- $17.6 Billion
- Q2 2024
A detailed history of Kestra Advisory Services, LLC transactions in Vanguard stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 86,561 shares of VGSH stock, worth $5.12 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
86,561
Previous 55,675
55.48%
Holding current value
$5.12 Million
Previous $3.23 Million
55.24%
% of portfolio
0.03%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares 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$405 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$389 Million0.14% of portfolio