N.E.W. Advisory Services LLC Vanguard Transaction History
N.E.W. Advisory Services LLC
- $899 Million
- Q1 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Vanguard stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 14,502 shares of VGSH stock, worth $840,680. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,502
Previous 15,150
4.28%
Holding current value
$840,680
Previous $883,000
4.64%
% of portfolio
0.09%
Previous 0.11%
Shares
17 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$1.91 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
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio