Morris Financial Concepts, Inc. Vanguard Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,464 shares of VGSH stock, worth $85,453. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,464
Previous 1,464
-0.0%
Holding current value
$85,453
Previous $86,000
1.16%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
974Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$416 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio