Life Plan Investment Advisors, Inc. Vanguard Transaction History
Life Plan Investment Advisors, Inc.
- $238 Billion
- Q3 2025
A detailed history of Life Plan Investment Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 10,189 shares of VGSH stock, worth $598,298. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,189
Previous 5,812
75.31%
Holding current value
$598,298
Previous $342 Million
75.52%
% of portfolio
0.25%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio