Optivise Advisory Services LLC Vanguard Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Vanguard stock. As of the latest transaction made, Optivise Advisory Services LLC holds 15,736 shares of VGSH stock, worth $918,510. This represents 0.49% of its overall portfolio holdings.
Number of Shares
15,736
Previous 15,636
0.64%
Holding current value
$918,510
Previous $923 Million
0.79%
% of portfolio
0.49%
Previous 0.49%
Shares
3 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