Pathstone Family Office, LLC Vanguard Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Vanguard stock. As of the latest transaction made, Pathstone Family Office, LLC holds 319,294 shares of VGSH stock, worth $18.9 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
319,294
Previous 3,650
8647.78%
Holding current value
$18.9 Million
Previous $210,000
8657.62%
% of portfolio
0.12%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares 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$405 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$389 Million0.14% of portfolio