Novak & Powell Financial Services, Inc. Vanguard Transaction History
Novak & Powell Financial Services, Inc.
- $172 Billion
- Q3 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 $500,606. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,600
Previous 8,600
-0.0%
Holding current value
$500,606
Previous $499 Million
1.78%
% of portfolio
0.29%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio