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
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio