Ruedi Wealth Management, Inc. Vanguard Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 13,411 shares of VGSH stock, worth $779,983. This represents 0.27% of its overall portfolio holdings.
Number of Shares
13,411
Previous 13,790
2.75%
Holding current value
$779,983
Previous $800 Million
1.02%
% of portfolio
0.27%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
235MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.13 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Bank Of America Corp Charlotte, NC6.18MShares$359 Million0.03% of portfolio