Modern Wealth Management, LLC Vanguard Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Modern Wealth Management, LLC holds 4,369 shares of VGSH stock, worth $253,227. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,369Holding current value
$253,227% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
888Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
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Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio