Simon Quick Advisors, LLC Vanguard Transaction History
Simon Quick Advisors, LLC
- $1.32 Billion
- Q1 2024
A detailed history of Simon Quick Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 3,615 shares of VGSH stock, worth $208,874. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,615
Previous 8,472
57.33%
Holding current value
$208,874
Previous $494,000
57.69%
% of portfolio
0.02%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
886Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio