Laidlaw Wealth Management LLC Vanguard Transaction History
Laidlaw Wealth Management LLC
- $268 Million
- Q4 2024
A detailed history of Laidlaw Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 97,442 shares of VGSH stock, worth $5.71 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
97,442
Previous 79,119
23.16%
Holding current value
$5.71 Million
Previous $4.67 Million
21.42%
% of portfolio
2.12%
Previous 2.47%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
980Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$434 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio