Lifeworks Advisors, LLC Vanguard Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 20,076 shares of VGSH stock, worth $1.17 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
20,076
Previous 17,076
17.57%
Holding current value
$1.17 Million
Previous $990,000
19.6%
% of portfolio
0.24%
Previous 0.28%
Shares
5 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