Novak & Powell Financial Services, Inc. Vanguard Transaction History
Novak & Powell Financial Services, Inc.
- $168 Billion
- Q4 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 $502,756. This represents 0.3% of its overall portfolio holdings.
Number of Shares
8,600
Previous 8,600
-0.0%
Holding current value
$502,756
Previous $508 Million
1.42%
% of portfolio
0.3%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
263MCall 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$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio