Sovereign Investment Advisors, LLC Vanguard Transaction History
Sovereign Investment Advisors, LLC
- $276 Million
- Q2 2024
A detailed history of Sovereign Investment Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 4,874 shares of VGSH stock, worth $285,470. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,874
Previous 4,874
-0.0%
Holding current value
$285,470
Previous $283,000
0.35%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
900Shares Held
233MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio