Kowal Investment Group, LLC Vanguard Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Vanguard stock. As of the latest transaction made, Kowal Investment Group, LLC holds 41,575 shares of VGSH stock, worth $2.42 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
41,575
Previous 34,397
20.87%
Holding current value
$2.42 Million
Previous $1.99 Million
23.02%
% of portfolio
0.46%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
973Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.27 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$415 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$340 Million0.05% of portfolio