Life Planning Partners, Inc Vanguard Transaction History
Life Planning Partners, Inc
- $111 Million
- Q3 2024
Shares
1 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
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Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio