Montis Financial, LLC Vanguard Transaction History
Montis Financial, LLC
- $210 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio