Org Wealth Partners, LLC Vanguard Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Org Wealth Partners, LLC holds 395 shares of VGSH stock, worth $23,008. This represents 0.02% of its overall portfolio holdings.
Number of Shares
395
Previous 395
-0.0%
Holding current value
$23,008
Previous $23.3 Million
99.91%
% of portfolio
0.02%
Previous 0.01%
Shares
1 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$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.27 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$415 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$340 Million0.05% of portfolio