Michael A. Dubis Financial Planning, LLC Vanguard Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 198,815 shares of VGSH stock, worth $11.6 Million. This represents 11.18% of its overall portfolio holdings.
Number of Shares
198,815Holding current value
$11.6 Million% of portfolio
11.18%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
952Shares Held
256MCall Options Held
21.5KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL5.4MShares$314 Million0.05% of portfolio