Novak & Powell Financial Services, Inc. Vanguard Transaction History
Novak & Powell Financial Services, Inc.
- $161 Billion
- Q2 2024
A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 8,600 shares of VGSH stock, worth $507,486. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,600
Previous 8,600
-0.0%
Holding current value
$507,486
Previous $499 Million
0.14%
% of portfolio
0.31%
Previous 0.37%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
902Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$404 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$388 Million0.14% of portfolio