Roth Financial Partners LLC Vanguard Transaction History
Roth Financial Partners LLC
- $245 Million
- Q3 2024
A detailed history of Roth Financial Partners LLC transactions in Vanguard stock. As of the latest transaction made, Roth Financial Partners LLC holds 11,967 shares of VGSH stock, worth $696,718. This represents 0.29% of its overall portfolio holdings.
Number of Shares
11,967
Previous 11,967
-0.0%
Holding current value
$696,718
Previous $693,000
1.88%
% of portfolio
0.29%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio