Provence Wealth Management Group Vanguard Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard stock. As of the latest transaction made, Provence Wealth Management Group holds 23,238 shares of VGSH stock, worth $1.36 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
23,238
Previous 20,665
12.45%
Holding current value
$1.36 Million
Previous $1.19 Million
13.87%
% of portfolio
0.73%
Previous 0.73%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
1,030Shares Held
274MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio